222 inheritances & the intergenerational wealth transfer

Retire Right

A great intergenerational wealth transfer is expected to see trillions of dollars pass down from older generations to their heirs over the coming decades so let's chat about what to know around giving and receiving inheritances. Glen James, Martin McGrath and James Millard touch on:

👉 ways to help adult children

👉🏼 gifting rules if you receive the age pension or part pension

👉🏽 is there an inheritance tax?

👉🏾 being the recipient of an inheritance

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📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iq

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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