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Bereavement - managing an estate

We understand that during times of personal and emotional loss, organising your own, or a loved one’s, financial affairs is one of the toughest and most daunting tasks. That’s why we want to help ease some of your stress.

Invaluable advice when you need it most

Losing a loved one, especially if they were responsible for managing your wealth and living expenses, can make examining your finances feel overwhelming. A dedicated Wealth Planner can support you by providing financial advice following a bereavement to help you adjust.     

The first step is reviewing and replanning. We’ll advise you on any changes you need to maintain your current lifestyle and explain why they’re needed. If you have any investments that need managing, we can support you with those too, helping you feel in control for what’s ahead.

How we can help

Our expert services can help you manage some of the worry of dealing with an estate after death.

Wealth planning

Feel more confident in your future, as our experts bring clarity to your finances.

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Investment management

Ensure your 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.

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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 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.

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.