You’ve received a life-changing inheritance and want to do what’s best.

Receiving an inheritance brings a mix of emotions—grief, confusion, and the pressure to make the most of this generous gift.

You feel the weight of this responsibility and keep getting stuck in a loop of questions:

  • What’s the best way to use this money for my future?

  • Do I keep or sell inherited assets like property, shares or businesses?

  • How can we split things fairly when my situation is different from my siblings?

  • What about tax?

You don’t have to figure this out alone.

We understand the complex legalities and emotions of being an executor or beneficiary. We provide guidance and support that helps you make confident long-term decisions that give you security.

We’ll take the time to really understand your situation and help you make decisions that feel right.

Feel reassured

Know all your options and feel good that your decisions are right for you while respecting your loved one's legacy.

Gain confidence

No more second-guessing with our expert help. We empower you with knowledge so you fully understand your choices.

Get trusted guidance

We’ll support you through this significant moment so you can look ahead knowing your financial future is secure.

How we help

  • Reduce the overwhelm of being an executor with clear, straightforward advice that breaks down the legal and financial jargon. We walk you through your options in a way that makes sense and gives you clarity.

  • Get a financial plan that’s right for you. We get to know you and your situation so you can clearly understand what to do next and how to make the most of what you’ve inherited.

  • We help everyone to feel confident about the next steps even when family members are in different financial positions through our compassionate and mindful approach.

  • Tax can feel complicated, but we’ve got you covered. We help you structure your funds so you don’t pay more tax than necessary.

  • We do all the research and comparisons so you can confidently choose from a range of best-fit options.

  • We help you organise your own estate so you have peace of mind that everything is in place to be passed on as you’d like when the time comes.

Make sense of your inheritance with White Rabbit Advisory

Know how to save, invest, and spend your gift while honouring your loved one’s wishes.