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Managing inherited wealth

Receiving an inheritance can bring a mix of emotions, especially as your client adapts to life without their loved one. Inheritance advice helps clients to make the most of the legacy they've been given - simplifying the process with expertise and understanding and protecting their inheritance.

Making an inheritance work for your client

When your client is deciding how to manage their inherited wealth, professional guidance can make all the difference. They'll receive clarity on their next steps, understand the impact of their newfound wealth, and see their options to grow and protect their inheritance from unnecessary taxation or inflation. 

A dedicated Investment Manager will start by providing them with a comprehensive wealth strategy. This involves a thorough review of their circumstances, where we build a cash flow model to show how we can manage their inheritance to the best effect. Making sure their loved one’s gift fulfils its potential, without creating extra pressure for them.

How we can help

Our experts examine your client's finances and help them plan for the future, so they can make the most of their inheritance.

Investment management

Ensure your client's money is working as hard as it can with our investment management service.

Learn more

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.