
Invaluable advice when you need it most
Losing a loved one, especially if they were responsible for wealth management and living expenses, can make examining finances feel overwhelming for your client. A dedicated Wealth Planner can support them by providing financial advice following a bereavement to help them adjust.
The first step is reviewing and replanning. We’ll advise your client on any changes they need to maintain their current lifestyle and explain why they’re needed. If they have any investments that need managing, we can support them with those too, helping them feel in control for what’s ahead.
How we can help
Our expert services can help your client manage some of the worry of dealing with an estate after death.

Wealth planning
We can help your clients feel more confident in their future, as our experts bring clarity to their finances.
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Investment management
Ensure your client's money is working as hard as it can with our investment management service.
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Inheritance tax planning
Understand how to leave a lasting legacy with the help of our experts.
Learn moreCommon questions on managing finances in bereavement
After a loved one passes, you may need support with IHT, understanding your financial situation better, or adjusting your investments and spending in light of your changed circumstances. Our Wealth Planners can help make sure you have everything covered, building a plan with you and advising you on any steps you might need to take.
Financial advice following bereavement can help you navigate changes, such as managing inherited assets, updating a Will, understanding tax implications and securing future income. As Wealth Planners, we can ensure your finances are aligned with your goals during an emotionally challenging time.
Getting to grips with a parent’s finances can be difficult at any time, but especially when you’re grieving. For this reason, financial advice after the death of a parent can be invaluable. We can guide you through estate administration, IHT planning and managing inherited assets, to help safeguard your future and financial wellbeing.