Mark will compare the difference of running your affairs in your Personal Name compared to a Trust. 

Mark will compare the following: 

• Asset Protection
• The time it takes to wind up an Estate
• Executors Fees

·      The Following Taxes are compared - Income Tax - Transfer Duty - Donations Tax - Estate Duty and Capital Gains Tax

Mark will explain how to place Assets into a Trust i.e. via Donations and Loan Accounts and how Interest-Free Loan Accounts are taxed?

Mark will discuss the best way to own Property whether it is a Primary Residence, Rental Property or Commercial Property 

Mark will discuss in detail how to protect you, your Business and your Business Assets from Creditors.

What is more important? To protect the Golden Egg or the Goose that lays the Golden Egg?

Mark will discuss how your Will should dovetail your Trust and how Trust Assets are to be managed on your death. 

Mark will discuss the impact on your Estate of the following Death Bed Expenses which may exceed 40% of the value of your Estate:

·      Executors Fees

·      Estate Duty

·      Capital Gains Tax

·      Overdrafts and all other Liabilities

Mark will compare the costs of the only 3 solutions you have to pay for the above Death Bed Expenses weather one uses a Trust or not.

·      The cost of Paying Cash (And there is a Cost)

·      The cost of Selling Assets (The cost may be astronomical)

·      The cost of implementing the Receiver of Revenues Payment Plan

Mark will explain his Fees relating to the formation of a Trust and to do an Estate Plan at the Webinar or at the Personal Consultation

Experience has shown that when one forms a Trust it is often not used to best effect purely because the Trustees do not know how to use it. The reason is that generally when the Trust is formed all that is given to the Trustees is a single copy of the Trust Deed.

Mark will show you how easy it is to manage a Trust via his “Trust Education File” This File which is given in Hard Copy and Electronic Format is generic to each individual Trust

The Trust Education File provides Instructions on how to manage every aspect of the Trust from open a Banking Account to Purchasing or Selling  an Asset.

You will receive instructions on how to draw up Resolutions. You are also provided with Resolutions generic to each event in such a way that once you complete 2 or 3 Resolutions you will know how to use your Trust

This Webinar is a must if you are looking at opening a Trust or just want to know how your current Trust works as part of your Estate Planning.

It is also a must if you are looking at how best to structure your Estate where you can legally minimise certain Taxes, protect your Assets from Creditors, purchase property and finally pass on your assets to your Beneficiaries in the most efficient manner.

This Webinar is a must if you are looking at opening a Trust or just want to know how your current Trust works as part of your Estate Planning. 

It is also a must if you are looking at how best to structure your Estate where you can legally minimise certain Taxes, protect your Assets from Creditors and finally pass on your assets to your Beneficiaries in the most efficient manner.