We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
What will you do? Pay off the mortgage? Enjoy the holiday of a lifetime? Give the kids a quality education? There’s a seemingly endless array of options for how you can use an inheritance however, it is critical to use this money wisely.
It was left to you by someone who mattered, so it’s worth seeking expert advice to help you make the most of your inheritance for the long term. The decisions you make today could impact your life – and lifestyle – for years to come.
Acting rashly or spending impulsively
Failing to address the tax implications
Letting the money or assets sit idle
Reviewing and updating estate plans
An inheritance doesn’t always take the shape of cash or real estate. You may inherit valuable, yet complex, assets such as shares, a business, a farm or a family trust. We can explain how it all works, and what you need to know so that you can make informed decisions about your inheritance.
During what can be an emotional time, it can seem overwhelming to have to navigate strict tax and inheritance laws. That’s when the professional support of Apt can be valuable. We can guide you through the rules, explaining the possible outcomes of different scenarios to help you decide a course of action.
You’re not in this alone. We understand an inheritance often leads to unexpected changes in your financial circumstances. At times like this, it is critical to revisit your estate plans. We can put you in touch with one of our specialist consultants or partners to give you the advantage of holistic advice and make sure the wealth you have inherited can benefit the people who matter most to you.
Providing a service you can trust, we’re here to help.
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