How to control a family trust when you die – our free downloadable Guide

Controlling a family trust

It’s pretty common to hold assets in a family trust. We do this to protect the assets and to minimise our taxes. That’s all well and good until it comes to estate planning. If you have a family trust then you need to give some very careful thought about how you are going to pass the trust (and its assets) to the next generation.

Download our comprehensive guide to controlling your family trust when you die here

 

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​​’Equity Loans’, a loan with upside

​​’Equity Loans’, a loan with upside

More than ever, young people are relying on the ‘bank of Mum and Dad’ to get a leg-up. Whether it’s to break into the property market or utilise some initial capital to get their new business off the ground, we are seeing more and more of our clients give (and receive!) loans from their parents. 
A question we get asked often by the ‘lender’ in this scenario is whether it is possible for a loan to be advanced without the lender receiving periodic interest repayments, and instead get a share of the ‘upside’ (gain) when the financed asset is sold. 

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