This On Demand was originally recorded on 25/05/2023.

Embark on a journey through the intricate world of family financial assistance. We explore various scenarios where parents and family trusts assist children in purchasing their first homes. From structuring options to legal pitfalls, tax implications, and conflict-of-interest considerations, the presenters provide a detailed analysis of the challenges and solutions involved in these complex transactions. Whether it's understanding the dangers of unwritten agreements, navigating the bright-line test, or balancing the interests of family trusts, they offer invaluable insights for legal professionals, trust administrators, and families alike. 

Learning Outcomes

In respect of parents helping children to buy a home, gain a better understanding of different forms of financial assistance as well as the risks, traps and tax implications arising under various structures.

Presenter Details

Joanna Pidgeon, Director, Pidgeon Judd
Tammy McLeod, Managing Director, Davenports Law
Stephen Tomlinson, Principal, Tomlinson Law
Ian Jespersen, Senior Associate, Burton & Co
John Jon, Senior Associate, Law NZ Lawyers