How can you protect your finances while dating later in life? A financial planner and a family law expert join us on Friends With Money.
inheritance
Showing 11 to 20 of 132 results tagged inheritance:
Jackie bought an investment property with money her sons inherited. How can she transfer the property to them without a tax bill?
Pensioner Kay's income fund is going backwards - is she better off withdrawing the money and putting it in a bank account instead?
Tanya's 82-year-old mother wants to give cash to her six adult children. How much can she give without risking her pension?
Kevin is afraid his daughter will sell one of the two rental properties she's going to inherit. Can he leave her the properties but ban her from selling them?
At 74, Veronica wants to help out her son when she dies, but how can she provide for him without risking his disability pension?
Join the Friends With Money podcast to unpack how tax impacts inheritance. We chat about tax exemptions, inheriting the family home and advice on organising a will.
Craig gave his son $150,000 only to see it blown in a month. Would a trust stop future inheritance from being wasted the same way?
Inheriting a large sum of money means Kris will no longer get the pension - and she's fine with that - but what about tax returns?
Australians currently hold more than $11 trillion in net assets, the most money that has ever moved between generations. Getting it wrong could be costly.
