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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 you’re unsure how to manage your finances after a payout, personal injury settlement financial planning can give you guidance on how to make that money last – providing you or your family the care, security and dignity you 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 you greater confidence, as well as assurance that your funds can cover future care and adapt to changes in your own, or your loved one’s, needs.

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

How we can help

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

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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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.