Investing an inheritance
We’ll treat your legacy with respect.
Inheriting money can be a life-changing experience.
We have the knowledge to guide you through the decision-making process to make the right decisions for you.
How we can help
Whatever you want your money to do for you, we can help you make it happen.
We’ll talk to you about your long-term aims and suggest carefully chosen investments to make them a reality.
Familiar options such as the bank or building society may not be the best home for your inherited money.
We’ll help you broaden the search and consider other possibilities that may be more suitable.
You could invest your inheritance for growth, or for regular income. You could use it to secure your retirement, or you could invest it for others to enjoy in the future.
We’re here to help you choose the right home for your legacy.
Case Study
Inheritance tax planning
Investing money you have inherited can be daunting, particularly if you don’t have an investment portfolio or experience of investing in the past.
One long standing client of ours had built a substantial portfolio over many years, made up of offshore investment bonds in trust, onshore investment bonds, ISAs, pensions, VCTs, EIS holdings. When probate had been granted and the children were able to receive their inheritance, they didn’t know whether the portfolio was something they could keep or if it would even be appropriate from a tax perspective to do so.
After meeting with the adviser, completing a thorough fact find and by understanding each of the four children’s concerns, goals and attitude to risk, we were able to tailor each share of the portfolio to meet the requirements of each individual. This provided the children with clarity and a comprehensive understanding of their portfolio.
