Inheritance

Passing on wealth, or receiving it, brings up questions most families never plan for.

Here you'll find guidance on having those conversations early, and handling inheritance with clarity instead of conflict.

Money Is Complicated.
Let's Make It Clearer.

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Everything on Inheritance

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How much will you get? The $3.5 Trillion Great Australian Wealth

Australia is facing a $3.5 trillion intergenerational wealth transfer, and why families need to start talking about inheritance and estate planning now.

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Lattes and Legacies

Elaine inherits a small sum from her Great Aunt and faces a choice: a fleeting pleasure or a lasting legacy.

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Inheritance Planning: Avoiding Family Conflict When Caring for Ageing Parents

How to protect your parent's finances, and your family relationships, when emotions run high.

FINANCIAL FICTION

A Dark Approach to Leaving a Legacy

A short story about family money, legacy and estate planning — and why the conversations we avoid matter.

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Inheritance Planning Australia: Navigating Family Disputes After a Will

How to protect your own wellbeing, and decide what's worth fighting for, after a will divides a family.

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Inheritance Planning in Australia: What Tax Your Family Really Pays

How the records you keep today decide how much tax your family pays on what you leave them.

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Three Critical Mistakes to Avoid in Inheritance Planning for Dementia

How poorly chosen powers of attorney can trigger costly legal battles when dementia strikes.

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Inheritance Planning Australia: Avoid Costly End-of-Life Money Mistakes

Why rushed financial decisions during palliative care can cost families dearly, and how to avoid them.

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Inheritance Planning Australia: Handling Unequal Wills and Family Emotions

How to process the hurt of an unequal will, without letting it define your family relationships.

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Inheritance Planning Australia: When Parents Leave More to One Child

Processing the hurt of a needs-based will, and building your own financial security regardless.

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Inheritance Planning in Second Relationships: Protecting Kids and Partners

How to balance security for a new partner with protecting what your children will inherit.

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The Inheritance Wake-Up Call: Are You Ready for What's Coming?

Younger Australians are now most likely to inherit. Why that shift needs planning, not just hope.

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Estate Planning After 50: Avoiding Mistakes When There's No Will

The legal and family pitfalls of handling an estate without a will, and how to avoid them.