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What to do when you receive an inheritance

If you are expecting to inherit a sum of money it can mean a significant financial change for you and your family.


On the face of it, an inheritance could be enormously positive, meaning you can repay debt, feel more secure, or make some improvements.


But there are complications too.  You may feel a sense of responsibility, asking yourself 'what would they have wanted me to do with it?' and 'what is the right thing to do?'.


You may also find that you have barely come to terms with the bereavement before you find money arriving in your bank account, and the pressure to do something with it mounts.


You may not even need the money and be faced with a question of how you can structure this money safely in order to keep your own wealth free of inheritance tax when the time comes.


You will need advice about what to do with this money, whether to repay your mortgage, invest it, or put it towards some fun experiences.  


The key to good planning is to know what you want, and what you can afford. That's where we come in. By understanding your vision for the future, and forecasting your wealth over your lifetime, we can show you what you can (and can't) do financially. We also optimise your wealth with careful planning, minimising taxes and making the most out of every penny.


If you are expecting to receive an inheritance read our key advice for big events and get in touch with one of our expert financial planners.

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