How to protect share portfolio from creditors

Discussion in 'Wills and Estate Planning Law Forum' started by Will2000, 19 July 2018.

  1. Will2000

    Will2000 Member

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    I have a share portfolio. I do not want to transfer the shares to a discretionary trust and pay CGT. What is the best way to protect the share portfolio from creditors. I have read online about creating a second mortgage on property using a gift and loan arrangements, but can this work with shares.
     
  2. Will2000

    Will2000 Member

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    Happy to receive fee quotes from lawyers who are specialist in this area.
     
  3. Rod

    Rod Well-Known Member
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    I can't help you but for someone who can, knowing your State will help.
     
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  4. Will2000

    Will2000 Member

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    can I have the lawyer's contact details please?
     
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