Receiving or Leaving an Inheritance
Learn how we can help you make the right choices for life’s important financial decisions.
Our experts can provide you with more information on:
- How to design your Tax Minimising Strategy
- How to find a property that pays for itself
- How to invest smart
- Refinancing your current loan with a new one
- How to build a debt-recycling strategy
- and more…
"You may be planning to pass things onto your loved ones or you may have received an inheritance yourself"
There can be financial implications for those who receive assets as part of an inheritance, and decisions to be made.
It can be challenging to know what to do. Professional financial advice could help you have peace of mind that you are taking the right steps.
Whether you’re a beneficiary or you’re leaving something behind, a valid will is important.
You may need help from a lawyer—we can work with yours or put you in touch with someone, so your estate planning needs can be met. We can also help you create a financial plan that considers your personal circumstances and helps you take care of your family’s future in the appropriate way.
Frequently Asked Questions
Q : I want to leave an Inheritance; can a Financial Advisor help me?
A: It can be challenging to know what to do. Professional financial advice can provide you with peace of mind that you are taking the right steps.
A Financial Advisor can meet with you to discuss your plans for Inheritance and provide you with a Financial Plan to manage your Inheritance. We can liaise with you, your family, your Accountant and or Solicitor as per your direction to ensure a smooth process.
You will need to address your Estate Planning requirements and we can support you through this process.
Q : What should I do if I receive an Inheritance?
A: A Financial Advisor can provide support and guidance if you receive an Inheritance. We can help you plan now and for the future. We can liaise with Professionals on your behalf to ensure a smooth process and achieve your goals.
Our Services
Important Information
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