Have you recently received an inheritance?
It’s not every day you become an inheritor. Naturally, it can be difficult trying to figure out what to do with this newly acquired wealth.
Particularly when you haven’t managed a large portfolio before and when you know it’s been the sum of a life’s work that you’ve now been given charge of.
How we help you
With over three decades of experience in helping people navigate inheritances, we understand the intricacies involved.
All those questions you have…
- Who do I trust?
- What do I do next?
- How do I manage this?
- Am I making the most of this?
- How do I manage the tax?
- What about capital gains tax on properties and shares?
- Are all the assets worth keeping?
- Who else do I need to speak to? Lawyers and accountants?
They’re answered. With our expertise, your new inheritance will work hard for you, so your financial future is secured.
You’ll know about all the different tax implications, plus legal matters and procedures that apply to your inheritance.
We know these are the last things on your mind when you’re amidst the loss of a loved one.
With our expertise, you’ll be at ease, knowing your new found wealth is being managed optimally and the way it deserves.
You’ll have a seamless experience because we know what needs to be done when, how and by whom. And we put you in touch with the best of breed specialist legal and accountancy contacts so you don’t have to worry.
In other words, you know all the bases are covered.
And more importantly, you haven’t wasted an opportunity.
You’ve secured your financial future in a way that benefits your lifestyle.
If you need help managing a recent inheritance, Call us today for a confidential, no-obligation consultation.
You can also watch our video blog about how to make the most of your inheritance.
