#99 - The Gift & Loan Back Strategy: A Master Class

#99 - The Gift & Loan Back Strategy: A Master Class

From ViewLegal Podcast by View Legal

May 29, 2025 · 22 min

About this episode

This episode explores the Gift & Loan Back strategy and addresses questions from a previous webinar on asset protection planning.

View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent history. Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring. Those questions – and many others – will now be answered in a special bonus webinar. While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements. Every question emailed by a registered attendee to solutions@viewlegal.com.au by Tuesday May 27 will be answered in the webinar. Other questions which will be addressed include: What are the risks with promissory notes? What alternatives are there to promissory notes? Should interest be charged on the loan? How should changes in asset value be addressed? How can personal property be protected? How should the estate plan of the asset owner be structured? For access to more webinars and resources join one (or all) of the View Communities . Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can…

Topics covered

  • Gift & Loan Back Strategy
  • Asset Protection Planning

Keywords

  • webinar
  • special bonus
  • financial strategy

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