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EPISODE · Oct 4, 2023 · 38 MIN

Intergenerational wealth transfer with legal expert Bryan Mitchell

from Financial Autonomy

This week we're talking with Bryan Mitchell on all things intergenerational wealth transfer, and looking particularly at the question of whether a gift or a loan is the best way to pass wealth on to the next generation whilst you are still alive. Structuring the transfer of wealth as a loan might provide some level of asset protection in the event of a future divorce, but Bryan explains what is needed for such an arrangement to stand up in court.   [Website] [Disclaimer]

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Intergenerational wealth transfer with legal expert Bryan Mitchell

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