Richard and Carol were in their 50s when they received the unexpected news that an uncle had left them a significant inheritance. They were looking for a Financial Planner that they could trust to create a strategic financial plan that would help them put the inheritance to purposeful use.
» Receiving an inheritanceBlueSKY
Receiving an inheritance can be overwhelming.
Coping with the death of a loved one is always an immensely difficult time; receiving an inheritance when you are recently bereaved will complicate your emotions further.
With an inheritance undoubtedly comes a sense of responsibility.
What our clients say about us
The questions we will help you answer
What would my loved one have wanted me to do with this money?
Should I invest it?
Should I pay off my mortgage?
Should I instead use the money for experiences?
How can I ensure as much of this inheritance is passed on to my children?
How can I protect my inheritance from tax?
Despite the circumstances, an inheritance can be a welcome and positive thing to receive. Our role as Financial Planners is to ensure you are using your inheritance in a way that is both purposeful and meaningful.
We have over 20 years’ experience in working with people who have received an inheritance to ensure they are using it wisely; moulding the capital to their financial needs, lifestyle goals and personal preferences.
Here’s what we do:
- We take the time to get to know you and your goals for the future. We believe that getting to know you is the best way to ensure a financial plan for your inheritance has your best interests at heart.
- We will discuss your concerns and hopes for your inheritance. We can then establish the best ways to make the money have a positive impact on you and your family in the long-term, perhaps through debt repayment or investment. Of course, we’ll also discuss any other, more immediate hopes you have: perhaps a meaningful family holiday that you know your loved one would have wanted you to experience.
- We will also explore the best ways for your inheritance to be held tax-efficiently, ensuring more of your loved one’s legacy is yours to make the most of.
- We will work with you on an ongoing basis, guiding you every step of the way as you navigate this change in your financial situation. As your circumstances, needs and goals change over time, you can be sure that we will work with you to keep your financial future secure.