Succession: Your video guide to managing inherited wealth
Wealth Planning Director
3 Apr 2025
|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.
Request a callback
To discuss how to manage your inheritance, book a complimentary, no-obligation consultation with an independent Wealth Planner.
Sarah Windsor-Lewis
Wealth Planning Director
Sarah Windsor-Lewis is a Wealth Planning Director at Canaccord Wealth, specialising in personal financial planning, with a focus on pensions, retirement strategy and divorce financial advice. With over 20 years of experience, she advises individuals and families on complex financial planning needs, including expert witness services in matrimonial cases. Sarah holds a Masters degree from the University of Cambridge and is Fellow of the Chartered Insurance Institute (CII) and writes on wealth planning and inheritance matters.
Areas of expertise:
- Pensions and retirement planning
- Personal financial planning
- Matrimonial financial advice and expert witness services.
