Giving and receiving are two of life’s great pleasures. Your idea of Financial Freedom may see you leaving a legacy for future generations. At some point you may receive an inheritance yourself.
Freedom, the ultimate gift
Those who receive money, property, shares or other valuable items as part of an inheritance often face unexpected and unintended financial obligations.
It’s important to understand any obligations that may apply when leaving or receiving an inheritance. That way you can freely give and receive.
How we can help
We can work with you and your solicitor and tax agent — or refer you to one, to help you make the most of the opportunity you have been given. Also, if you are thinking about estate planning we can 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.