Receiving an Inheritance

OHM can help you responsibly use any inheritance money you receive

Receiving an inheritance can leave you with mixed feelings. Dealing with the loss of a loved one, grief and other emotions can make it difficult to decide what to do. Sometimes during emotionally challenging times, the impact of tax and inheritance rules can be the last thing on your mind.

At such times, it can be comforting-and in your best interests-to speak with your financial adviser. You can then go through the grieving process more freely with the assurance that tax and inheritance rules won't eat into your money unnecessarily.

Depending on the types of assets you inherit and the way any money is passed on to you, there can be issues to consider and manage in order to maximise the amount you receive.

Often when a loved one dies we can be reminded about the importance of planning for our own beneficiaries and ensuring everything is as uncomplicated for them as possible.

Your Partners OHM Financial Services adviser can work with you and your accountant and lawyer to ensure you end up making the most of your inheritance, and can guide you in what you can do to ensure your loved ones are taken care of when you die.

Back to Life Events

General advice warning: This website contains information that is general in nature. It does not take into account

the objectives, financial situation or needs of any particular person.You need to consider your financial situation

and needs before making any decisions based on this information.


PRPIA Pty Ltd, trading as Partners OHM, as Authorised Representative
of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496

Principal Address: 13, 636 St Kilda Rd Melbourne VIC 3004

Financial Services & Credit Guide | Peter Meakin | Luke Andrews | William Tunbridge |
Legal Disclaimer | Privacy Policy | Complaints Policy