Skip to content
- Gifting
- Consider contributing to your passion, such as church, school, or sport.
- On gifting an Early Inheritance: Can you afford to? Will the gift have tax benefits now and in the future?
- Receiving
- What plans do you have for the funds to ensure that it will be put to good use?
- Will you invest it? How? Will you use it to reduce your debt? How can you use it to provide for you in the future?
- What will you do to minimise your upfront and ongoing tax?
- Received
- Are the funds just sitting in cash?
- What are your long-term plans for the funds? Will you be making better use of them to help you achieve your goals?
- The assets have been transferred into your name and you do not know what do to with them. Are they good investments? Should you keep them? What are the tax consequences?
