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Frequently Asked Questions

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What should I do first after receiving an inheritance?

Before making major decisions, take time to understand what you have received and what you want the money to achieve. This may involve keeping some money accessible, reviewing existing debts and investments, considering your tax position and deciding how the inheritance fits into longer-term goals such as retirement or supporting your family.

Should I invest money I have inherited?

Whether you should invest an inheritance depends on when you may need the money, your existing finances, your attitude to investment risk and your longer-term objectives. Money needed in the short term may be better kept accessible, while capital that will not be needed for several years could potentially be invested for income or long-term growth.

Do I need a financial adviser after receiving an inheritance?

You do not always need financial advice after receiving an inheritance, but professional advice can be particularly valuable when a significant sum is involved or you are unsure how to invest it. An adviser can help you consider investments, pensions, tax efficiency, retirement planning and how the inheritance fits into your wider financial position.

How can a wealth manager help with inherited wealth?

A wealth manager can help you create a structured plan for inherited wealth rather than making individual financial decisions in isolation. Depending on your circumstances, this could include investment management, tax-efficient planning, retirement planning, managing investment risk and considering how wealth might eventually be passed to the next generation.

Protect and grow your money...

If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.

Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remain yours as possible – rather than being swallowed by the taxman or lost on excessive management fees.

Understanding the whole picture is vital: assets versus liabilities, shorter-term plans in the context of longer-term ones, and investment risk against reward. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your returns and minimise your risk.

There are many ways to deploy a windfall, but you have to go down the route that will make the biggest difference to your financial position. Unlocking the true power of your money could really change your life for the better, so make the most of the capital you now have available to put to work.

To find out exactly what a wealth manager does and how they can help you maximise your money, read on.

Protection, growth and tax reduction - your guide to the three pillars of wealth management

Wealth management is a broad term which can encompass many different strategies and techniques. However, managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.

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More reading about your situation:

Inheritance Tax planning: how to pass on more of your wealth

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