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Inheritance

We review and help you set goals, explore options in windfall, and recommend investment options.

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What to do with some unexpected extra money?

Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?

If you have a sudden windfall like cash, property, shares or even a valuable item there may be financial implications. We can help you understand those implications and help you make the most of your windfall. We’ll also ensure you’re aware of any tax implications of your decisions.

 

Common questions to consider

  • What are my options?
  • Do I have to pay tax on an item I inherit?
  • I inherited a house and I want to sell it. Do I have to pay Capital Gains Tax?

 

How we can help

  • Review and help you set goals and a realistic timeframe
  • Identify your options if the windfall is cash and advise of tax considerations if the windfall is not cash
  • Recommend a selection of investment options
  • Facilitate an accountant or solicitor referrals that may be relevant with your inheritance

What to do next

If you need help taking the next step, contact us today.

Disclaimer:
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
 

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