Ever wondered how your family tree can mean what you want or thought might happen with an inheritance might turn out very differently?
Do you have a Will in place? Is it an appropriate Will for the complexity of your situation? Will your inheritance be challenged? Will it incur a lot of taxes you didn’t consider?
In this short video presentation I explain some of the complexities that require consideration. It is likely you will be able to relate to at least one aspect of this family tree, possibly more.
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Clients have said…
“Helen really impressed me with her passion to help women better manage their money, her service is not commission based because she believes in providing the right information that suits your personal circumstances. She’s a very genuine lady.”
—Liz
“Hi Helen, It was really wonderful meeting you too, you really helped me to see how I can handle the next few years and the further future as a financially independent woman – and that is so exciting! Thanks once again.”
—Vanessa
“Helen, Thanks for your thoughts, I have a good feeling about my journey, after working the budget to the last cent, I can see where I’m going, so things are positive.”
—Tim
Get in touch!
We can discuss your situation in a confidential consultation. Click here.