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Succession: Your video guide to managing inherited wealth

InheritanceWealth / financial planning

Sarah Windsor-Lewis

Wealth Planning Director

3 Apr 2025

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Calculating...

Inheriting wealth, whether expected or not, can be an emotional and complicated time. Choosing what to do with your money is not always simple and can require careful planning.

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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To discuss how to manage your inheritance, book a complimentary, no-obligation consultation with an independent Wealth Planner.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.