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Personal injury - managing a lump sum

A personal injury settlement is meant to provide support and stability - not create a burden during an already difficult time. If your client is unsure how to manage their finances after a payout, personal injury settlement financial planning can give them guidance on how to make that money last –providing them or their family the care, security and dignity they deserve.

Support and security when life changes

After a life-changing event, it’s important to feel secure. Post-settlement financial advice is designed to give your client greater confidence, as well as assurance that their funds can cover future care and adapt to changes in their own, or their loved one’s, needs.

A dedicated Wealth Planner will holistically examine their finances, circumstances and personal injury payout. From stress-testing their personalised plan with cash flow modelling, to offering advice on personal injury Trusts and expertly managing their investments, we’ll make sure they feel financially resilient.

How we can help

Explore a range of services, designed to help you manage your personal injury settlement.

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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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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Common questions on managing finances following a personal injury settlement

Your dedicated Wealth Planner will review your finances and needs to see where you may need support. They’ll also advise on how to use your lump sum most effectively, to help with any regular outgoings, extra care or potential loss of earnings following your injury.

We know that an injury might lead to other costs you hadn’t anticipated, such as house adaptations, medical bills, or accessibility needs. We can create a cash flow model that gives you an overview of your finances, to see what you have and what you might need. From there, we can see what changes we can help with to afford a more comfortable future.

If you’re planning for longer-term care, a tailored financial plan can provide the control and confidence you need for your family’s future. Whether you require care at home or in a specialist setting, we’ll help you plan for those costs and navigate any potential complexities – giving you greater peace of mind.

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.