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What should I do with the inheritance a loved one has left me?
Having clarity on your financial plans for any inherited assets can offer peace of mind during this difficult time, lightening your load of worries.
We're here to provide guidance on what to consider first.
Losing a loved one is a difficult time filled with sadness. Naturally, thoughts about finances might not be at the forefront of your mind during this period.
Having a financial plan for any inherited assets can help ease your mind, giving you one less thing to concern yourself with during this period of transition.
This lump sum could give you the flexibility to reduce your working hours, buy a home, or generate an income to support your family. It has the potential to be life-changing, so you don’t want to rush into making a decision.
Listen to your goals
Before we start making decisions, we prioritise understanding every detail you provide and learning about your future objectives. By actively listening to your needs, we will help you get to where you need to be and achieve those goals.
Listen to your goals
Provide reassurance
We won’t rush into making any decisions. If you wish to buy a home and not invest the money, that’s fine. Equally, if you wish to generate an income from the money, then we can go down that route. What matters most is that we discuss your options.
Provide reassurance
Stabilise your finances
If you have any outstanding debt, our top priority will be to reduce or eliminate it. Doing so will clear the path ahead, allowing us to take significant strides towards securing your future.
Stabilise your finances
Secure your financial future
Receiving a lump sum doesn’t happen often in life, so we want to ensure that you secure your future by building a well-diversified investment portfolio that matches your attitude to risk.
Secure your financial future
Comprehensive financial plan
We will look at the bigger picture and review all your finances, alongside your savings and investments, to determine how your future will look and ensure you have enough income to achieve your goals.
Comprehensive financial plan
Think about your own legacy
Depending on the amount you’ve inherited, it could significantly change your financial position. Given the change in your finances, we will build an estate plan to secure the future of your loved ones.
Think about your own legacy
A compassionate team
We understand that it’s a difficult time for you. If you don’t feel ready to make a decision, then we will give you time and park the money somewhere accessible while we discuss your options.
A compassionate team
A long-term relationship
You want an attentive financial planner who will listen to your objectives. We provide a trustworthy service that makes your life easier and helps you make the most of your finances now and in the future.