Inherited Wealth? Take the Survey to Find the Right Adviser
We’ll match you with regulated experts who specialise in inheritance, tax efficiency, and long-term planning.
- Get matched in under 3 minutes
- Free, confidential process
- Trusted by thousands since 2012
Frequently Asked Questions
Speak to our team to discuss your circumstances and get help navigating your wealth.
What should I do first after receiving an inheritance?
Should I invest money I have inherited?
Do I need a financial adviser after receiving an inheritance?
How can a wealth manager help with inherited wealth?
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.
What to do now?
Search Now
Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.
Speak to Us
Looking for some impartial insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.
More reading about your situation:
What to Do With an Inheritance: Financial Advice After Receiving a Lump Sum
Received an inheritance? Learn what to do with inherited money, from investing a £100,000 or £500,000 inheritance to tax planning, mortgages and financial advice.
Read Article
The Problem With Inherited Portfolios
Inherited an investment portfolio? Learn why inherited portfolios may no longer be suitable, what tax and investment issues to consider, and when to seek financial advice.
Read Article
Gifting money and assets to family, and what to think about before you do it
Thinking about gifting money or assets to family? Learn the UK tax rules, inheritance implications and planning considerations before making a gift.
Read ArticleWe give you access to a wide range of companies
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight.
Receive our unique investment bulletin every month
We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
Sign up to receive this unique bulletin every month.
No spam. Simply one useful email per month. Read our privacy policy here