Why should I do it?
Understanding where your lump sum or inheritance sits within your overall financial plan is a key part in helping you decide how to invest. There will also be various tax implications to consider depending upon the type of lump sum that you have received.
How we can help…
Financial planning can help you find answers to key investment decisions such as how much should I invest? We can also provide advice on the type of investments you can make, both in the short and long-term and take into consideration any tax liabilities. Our advisers can help devise a new investment portfolio that balances your new wealth with your existing financial situation and consider options to protect your new wealth.