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INHERITANCE News & Analysis

What to do when you inherit shares
Personal Finance
What to do when you inherit shares
Implications of inheriting or bequeathing shares
Shani Jayamanne | 15 December 2024
Preserving wealth through generations is hard
Personal Finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...
James Gruber | 22 October 2024
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 30 September 2024
Nine rules to guide you to die with zero
Personal Finance
Nine rules to guide you to die with zero
Should you give your children their inheritance before you die? It's a thorny question asked more often as Baby Boomers in Australia grow older and...
James Gruber | 15 August 2024
Your options when you inherit a house
Personal Finance
Your options when you inherit a house
Your inheritance will likely be a house. Here's what you can do.
Shani Jayamanne | 28 July 2024
The biggest beneficiaries of the generational wealth transfer
Personal Finance
The biggest beneficiaries of the generational wealth transfer
Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and...
James Gruber | 15 June 2024
Estate planning made simple, Part I
Personal Finance
Estate planning made simple, Part I
Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning....
Noel Whittaker | 17 May 2024
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Shani Jayamanne | 13 May 2024
Should you give your children their inheritance before you die?
Personal Finance
Should you give your children their inheritance before you die?
The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.
James Gruber | 16 April 2023
4 dangerous assumptions that could ruin your retirement
Retirement
4 dangerous assumptions that could ruin your retirement
By the time retirement savers realise the error of their ways, it may be too late
Christine Benz | 08 April 2022