Receiving or leaving
Help to make the right decisions
There can be financial implications for those who receive assets as part of an inheritance, and decisions to be made.
It can be challenging to know what to do. Professional financial advice could help you have peace of mind that you are taking the right steps.
You may be planning to pass things onto your loved ones or you may have received an inheritance yourself.
How we can help
Whether you’re a beneficiary or you’re leaving something behind, a valid will is important.
You may need help from a lawyer—we can work with yours or put you in touch with someone, so your estate planning needs can be met. We can also help you create a financial plan that considers your personal circumstances and helps you take care of your family’s future in the appropriate way.