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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. 

Your dedicated Investment Managers will start by providing you with a comprehensive investment strategy. This involves a thorough review of your circumstances, where we build a cash flow model to show how we can manage your inheritance to the best effect.

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.

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Portfolio management

Invest confidently with a portfolio chosen for you and managed by experts.

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Stockbroking services

For more experienced investors, choose from our advisory and execution-only services.

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Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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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.