An unexpected windfall can be a real boost to your financial situation, but it is important to make sure that you make the most of it.  When it comes to inheritance, how do you know if there are any special obligations or considerations that apply?

Some common things to consider include:

  • How do I make this money work for me?
  • Is there a tax liability on an item that I inherit?
  • Is there Capital Gains Tax payable if I inherit a home and wish to sell it?

How we can help you when you have an unexpected windfall or inheritance:

  • Help consider the financial implications of any windfall or inheritance.
  • Identify when you need to seek the advice of a solicitor or accountant to assist with any tax or legal implications.
  • Recommend a selection of investment options without making you uncomfortable with the risks taken.

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Our Financial Planning Hub Calculators & Forms

Caution: These calculators are provided by the Financial Planning Hub and are not provided, approved or endorsed by AMP Financial Planning. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

You can access a range of fund managers through products approved by AMP Financial Planning:

Amp Capital BlackRock BT Investment Management Challenger Colonial First State Fedility Maquarie Perenial Investment Partners Perpetual Schroders UBS Vangaurd Investments Aberdeen Arnhem Investment Management