Inheritance
Inheritance is the process of passing down assets from a deceased person to their beneficiaries. It’s a complex topic that involves legal, financial, and emotional considerations.
When someone passes away, their estate (which includes all their assets) is distributed according to their will, if they have one. If there’s no valid will, the estate is distributed according to intestacy laws, which vary by state.
For those anticipating an inheritance, Allan can help you prepare financially and emotionally. He’ll guide you through potential tax implications, assist in developing strategies to manage sudden wealth, and help you make informed decisions about how to use your inheritance wisely.
If you’re in the process of estate planning, Allan’s expertise is invaluable. He’ll work with you to ensure your assets are distributed according to your wishes, minimising potential conflicts among beneficiaries. Allan can also advise on strategies to reduce inheritance tax and protect your assets for future generations.
For executors and beneficiaries dealing with a recent inheritance, Allan offers practical support throughout the probate process. He can liaise with solicitors, accountants, and other professionals to ensure a smooth transfer of assets. Allan’s knowledge of superannuation and life insurance policies is particularly helpful in identifying and claiming additional benefits that might otherwise be overlooked.
One of Allan’s strengths is his ability to explain complex financial concepts in simple, easy-to-understand terms. He’s always happy to answer questions and provide clarification, ensuring his clients feel confident in their decisions.
Allan also recognises the emotional aspects of inheritance. He approaches each client with empathy and sensitivity, understanding that financial decisions are often intertwined with personal and family dynamics.
By working with Allan Moore, you’re not just getting a financial adviser – you’re gaining a trusted partner who’ll support you through every step of your inheritance journey. His goal is to help you make the most of your inheritance while honouring the legacy of your loved ones.
Allan Moore
Director and Financial Planner
Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.
Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.
With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.
You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.
Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.
“Wealth is the ability to fully experience life”
Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931).