Receiving an Inheritance
Suddenly receiving a lump sum of money or a portfolio of assets can be emotional and humbling. Feeling responsible for making the right decisions around someone’s financial legacy can leave you feeling paralysed.
At Abundant,
we can help:
The team at Abundant will take the time to understand what your objectives are in the years to come, and help you tailor a plan that will remove the stress and allow you to enjoy your inheritance.
The impact on your income, taxation, cashflow, debt and asset allocation position are all considerations in working out how best to deal with an inheritance.
An inheritance can come in various forms, such as cash, shares, property and insurance payouts. Understanding the taxation and legalities around these can ensure you feel confident that the decisions you make are protecting the legacy left for you, and making decisions that align with your future goals.