Inheritance Made Clear and Confident
Whether you're inheriting assets or passing them on, careful planning can make a world of difference to your family’s future. We help understand tax, prevent disputes and ensure the right structures are in place to grow and protect wealth.
Our advisors provide strategic advice to make sense of the financial and legal landscape, and guide you through decisions with clarity and confidence.
Our Wealth Transfer & Inheritance Expertise
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Invest Inheritance Money With Confidence
Explore Investment Management ServicesOur expert advisors help you transform a windfall inheritance into lasting financial security:
- Tailored investment strategies for growth, income, and stability using diversified investment portfolios.
- Support for lifestyle planning, gifting, and responsible enjoyment of your inheritance.
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Navigate Family Wealth Discussions
Explore Financial Advice ServicesOpen conversations create harmony and protect relationships:
- Facilitation and support for sensitive family discussions, ensuring everyone’s voice is heard and expectations are managed.
- Guidance to prevent misunderstandings and reduce the risk of conflict, blended family challenges, or future disputes.
- Holistic, people-first planning that puts your family’s wellbeing and intentions at the centre—today and for generations to come.
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Inheritance Tax & Accounting Advice
Explore Tax & Accounting ServicesWe guide you through the tax complexities that come with receiving or passing on wealth, helping you:
- Understand the real tax impacts of inherited assets property, shares, superannuation, or business interests.
- Structure inheritances for tax efficiency using trusts, smart timing, and super strategies.
- Keep estate plans, super nominations, and legal documents current and compliant.
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Plan for a Wealth Transfer Event
Explore Wills & Estate Planning ServicesWith a comprehensive estate plan, ensure your legacy reaches the right people with minimal tax and stress:
- Comprehensive estate planning, including Wills, powers of attorney, and specialist structures like testamentary trusts.
- Succession planning for business owners, making use of Small Business CGT Concessions and staged transitions.
- Ongoing reviews to keep your plan effective as life and laws change.
