An inheritance may be a one-off exchange, but it can have long-lasting impacts.
You may have inherited a number of investments and assets. Providing clarity, our experienced team can give you full transparency on what assets you have, how you can access these assets (and what restrictions they may have), whether these are still appropriate for you and make recommendations about what to do next.
Here, financial planning plays a vital role. Our financial planning strategies can include proposals such as addressing the basics (for example appraising your pensions, making sure adequate life insurance is in place, ensuring your will and lasting power of attorneys remain appropriate), through to managing liabilities and cashflow management.
Change can be daunting, but we discuss the options available to you and oversee the entire implementation on your behalf. This can include implementing an investment strategy, repositioning your current assets if necessary, to build a portfolio that appreciates your circumstances and is fit for the future. You may need a regular income, have short-term liquidity needs or simply want to grow your capital over time. Whatever your requirements, we can tailor an investment strategy that is right for you. We also have a dedicated real estate advisory team that provides a truly personalised service to find and finance property purchases, managing the entire acquisition process on your behalf (including sourcing and appointing appropriate solicitors, valuers and surveyors).
Looking to the long term, the best financial plans are crafted to your individual circumstances and designed to last. Your plan will be continually revisited along with your investment strategy so that our advice remains appropriate and effective. Our oversight, monitoring and reporting capabilities mean you are kept informed and that decisions continue to be made and implemented in your best interests.
Our intention is to be with you every step of the way as life unfolds, offering ongoing advice and ensuring your plans always look ahead.