Private Clients| 18 Dec 2023
Using insights from the Owies case, we examine the limitations to a trustee's discretion of family trusts.
Private Clients| 22 Oct 2020
Bankruptcy concerns are becoming very real for many clients in the succession planning space. Fortunately, there are strategies you can put in place to limit the exposure of your assets to creditors both during your lifetime and on your death.
Private Clients| 15 Sep 2020
We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family ...