Inheritance - Ambrose - Values based financial advisory
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Inheritance

in Inheritance
2

Inheritance

This is a time that is emotional on many levels, and the additional thought of money and it’s appropriate management is often confusing and unclear both at a family and personal level.

This is a stage of strategic planning to protect wealth from tax and claim, balanced with personal support for beneficiaries so that a clear, considered and patient pathway is agreed to for the benefit of the entire family.

You’re likely to focus on:

  • Cash reserve strategy
  • Estate planning coordination, interpretation, advocacy and management
  • Capital gains tax planning and management around property and asset sales
  • Protecting your assets keeping in mind tax
  • Simplification and coordination of finances
  • Investment property and managed investment strategies and comparisons
  • Debt planning and management
  • Investment strategy advice and management
  • Structuring advice and coordination