Managing inherited wealth
Receiving an inheritance can bring a mix of emotions, especially as you adapt to life without your loved one. Inheritance advice helps you make the most of the legacy you’ve been given - simplifying the process with expertise and understanding and protecting your inheritance.
Making an inheritance work for you
When you’re deciding how to manage your inherited wealth, professional guidance can make all the difference. You’ll receive clarity on your next steps, understand the impact of your newfound wealth, and see your options to grow and protect your inheritance from inflation in a tax efficient way.
Your dedicated Wealth Planner will start by providing you with a comprehensive wealth strategy. This involves a thorough review of your circumstances, where we build a cash flow model to show how we can help manage your inheritance to the best effect. Making sure your loved one's gift fulfils its potential, without creating extra pressure for you.
How we can help
Our experts examine your finances and help you plan for the future, so you can make the most of your inheritance.
Investment management
Ensure your money is working as hard as it can with our investment management service.
Learn moreCommon questions on passing on your wealth
Yes, any UK based assets (including property and shares) are subject to UK inheritance tax if the combined value falls above your £325,000 nil rate band.
Yes, estate planning is about more than tax - it’s about clarity, legacy, and ensuring your wishes are honoured. A tailored strategy provides peace of mind and protects the next generation.
