Inheriting money

Coming into some money can be an exciting time, but it can also feel a little overwhelming, especially if you’re not quite sure what to do next. If you’re in a similar situation, we can help.

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Helping you make the most of your wealth

We’ll help you effectively manage your money in a way that provides for both your needs of today and those of tomorrow.

Together we’ll explore what matters to you and what you’d like to achieve in the future. We’ll then build a strategy for using your inheritance in line with those goals.

Ultimately, we’ll be here to act as a safe pair of hands for all of your financial needs, supporting you in whatever endeavours your future holds.

  • Managing your inheritance

    We’ll explore the options available to you (jargon-free!) and determine what will be best for your circumstances and needs.

  • Tax planning

    We’ll ensure your inheritance is structured in a way that makes use of any available tax exemptions and allowances.

  • Achieving your goals

    Whatever your objectives for the future, we’ll ensure your money is aligned with and working hard towards achieving them.