Here are just some of the reasons why you may want to think about investing your inheritance:

1. To grow your wealth – investing your wealth with growth in mind can be a good way to combat the corrosive effects of inflation and leave you with more in the long run

2. To achieve your retirement goals – investing your inheritance could bolster your retirement fund, helping you enjoy a more comfortable retirement

3. To make pre-emptive plans for long-term care – whether for yourself or someone else

4. To provide additional income – the income generated from your invested inheritance could afford you a regular, extra source of income to spend as you wish

5. To save for something important – you may have a big expenditure on the horizon that will require an injection of cash, such as a wedding, having or supporting children, or buying a home.

If you’re already thinking about investing your inheritance, we can help you design a comprehensive plan based on your future goals and attitude to risk.

If investing your inheritance is the suitable way forward, we will know how best to do so, by considering several factors including:

Cashflow planning – to evaluate your financial needs now and in the future. By building a picture of your current and forecasted wealth, your adviser can work out how much of your inheritance you could afford to invest

Inheritance tax planning – with the aim of saving you significant amounts in the long term.

While inheriting a large sum can be exciting, you might also find it daunting. We have the expertise and importantly, the independence to advise you on the best way forward.

Your dedicated Independent Financial Planner can:

Review your current financial situation and help you decide what is best to do with the money - such as paying off debt’s or your mortgage, whilst also considering investing some your inheritance

If you decide you want to invest it, they can build a diversified investment portfolio suited to your individual needs

Review your plans on a regular basis and make adjustments as and when they are needed.

Speak to one of our qualified Independent Financial Planners to get independent advice on whether investing your inheritance could help you achieve greater financial security for you and your family’s future.