5 traps to avoid when giving an early inheritance

posted on November 15, 2023 by chrismason

An early inheritance can make all the difference in your child’s life, but there are plenty of issues you’ll need to be aware of before parting with your cash.

Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.

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5 traps to avoid when giving an early inheritance

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