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Maximising your windfall

Receiving an inheritance or windfall can dramatically transform the way you lead your life. Since your inheritance may arrive unexpectedly, it can sometimes be hard to know how to invest this lump-sum amount within your day-to-day financial planning.

You might wish to consider using the money to fund education costs, purchase property, topping up your retirement income or maybe even pass it on to children?

Our Approach

When planning what to do with your inheritance, it important to look at the bigger picture and develop a long-term plan to take advantage of the benefits of longer term investments, rather than spending in a hurry!

At Absolute Wealth Management, we work with clients to help them understand their long financial goals and develop a plan designed to deliver peace of mind. As part of our plan we can include both short and long-term strategies based around your current level of income and opportunities to benefit from future growth. We will also look at how this affects your own estate and consider your own tax liabilities. 

Arrange a free initial no obligation consultation

Or call on 0117 907 1965

 

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk