If you have recently come into new cash, property, shares or even a valuable item, there may be financial implications. We can help you understand the entire situation and help you to make the most of your windfall. Our team will inform you of any tax implications of the action you may want to take.
See how we can help you:
- Review and help you set goals and a realistic time frame.
- Identify your options if the windfall is cash and advise of tax considerations if the windfall is not cash.
- Recommend a selection of investment options.
- Advise you when you need to see an accountant or solicitor.
If you want us to help you understand your new inheritance, please call us today!