If you’ve received a large sum of money and aren’t sure what to do next, we’re here to help you explore your options.
Receiving an unexpected large sum can bring a mix of emotions, from excitement to uncertainty, and even a sense of guilt or vulnerability. It’s natural to consider immediate spending, but making hasty decisions can miss opportunities to utilise these funds most effectively.
Our guidance ensures this significant financial event becomes a powerful step towards securing your future, helping you leverage the money for lasting benefit for yourself and your family.
We help you move beyond initial emotions to plan how to use your new wealth most effectively, balancing immediate desires with opportunities for long-lasting financial security.
We’ll guide you through the specific tax implications of your lump sum, implementing strategies to reduce any immediate or future tax burdens, so that more of your money stays with you.
A bespoke investment plan for your new funds is essential. Together, we’ll construct a strategy that works for you, helping you to make strides toward your goals and objectives while carefully balancing potential with your personal risk tolerance.
Taking into consideration your full financial picture, your new wealth is expertly woven into your overall plan, aligning perfectly with your pensions, existing investments, and other assets for a cohesive and stronger future.
The Financial Conduct Authority does not regulate tax planning.
We’re one of only a handful of UK firms to offer financial guidance with no initial fees. By removing the upfront cost barrier, we help you access the expert support you deserve. Explore our example-based charges, designed to reflect different goals, levels of wealth, and approaches to investing.
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