Date/Time
Date: 10/03/2020
Time: 1:00 pm - 2:00 pm
Speaker - Gill Steel
Categories

Aim:

  • To discuss the fact that the Bank of Mum & Dad is the UK’s 10th largest lender and consider the advice clients need before embarking upon helping their children onto the property ladder

Outcome:

  • Participants will be able to discuss the practicalities with their clients

Agenda:

  • Introduction
    • The importance of putting the arrangement into writing
    • Tax considerations
    • Asset protection
  • Options
    • Buying a second property in parents’ names
    • Purchasing a property jointly with their child
    • Taking on responsibility for 3rd party mortgage repayments
    • Gifting the child the funds to buy the property in their own name
    • Lending funds to the child to purchase the property
    • Using a trust to purchase the property

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