“Have you considered a Binding Financial Agreement?” As an accountant or financial adviser, how many times have you asked your clients this question?
Whilst it seems like a simple question, it is also a particularly important one. Charged with protecting your clients’ assets, a Binding Financial Agreement (or BFA) may be one of the single most effective tools you can use to minimise potential risk to an asset pool and protect a business.
Working together, lawyers from Coleman Greig’s Family Law and Wills & Estate Planning teams will discuss the value of a strong BFA in their upcoming webinar. Focussing on the four key scenarios in which a BFA can protect your clients, Amanda Malinowsky, Carli Heald and Karina Penfold will look at how you can use a BFA successfully to:
- protect the assets of couples entering into their second (or subsequent) relationship;
- Family Court-proof a loan or gift to a family member who is the process of separating;
- ensure parents can preserve their child’s inheritance if the child’s relationship is breaking down and is involved in a family law dispute; and,
- protect a business or farm that has been in a family for some time and is being passed down to a child and their partner (if the child’s relationship were to break down).
Join us for this practical session where you will discover what constitutes a strong BFA and how to use them - and earn CPD points.
Your Questions Answered
Email us your questions and we will endeavour to answer them during the course of the webinar.
Can't attend? Please click here if you would like to access a recording of the webinar.