Big Life Events
I've recently received a lump sum or inheritance
You might be wondering…
- "How do I make sure this money is protected?"
- "Can I retire early or reduce my working hours?"
- "What does this mean for my future and my family?"
"How do I make sure this money is protected?"
After receiving a significant lump sum, you may feel a deep sense of responsibility to protect this money and make the right decisions with it.
We’re here to advise you through the process. We’ll work with you to build a disciplined, diversified investment plan that aligns with your goals and risk tolerance, providing a clear roadmap that aims to help secure your financial future.
"Can I retire early or reduce my working hours?"
The biggest question is whether this money is enough to support your long-term goals. It’s a leap of faith, and you need to know what’s truly possible.
We’ll provide a detailed financial forecast that shows you exactly what your future could look like under different scenarios. We’ll analyse your cash flow, model your desired lifestyle, and determine how your lump sum can be used to support a new path.
"What does this mean for my future and my family?"
You want to make sure this money creates a lasting, positive impact, but you may be uncertain about how to use it to secure your legacy and support the people you care about most.
We help you integrate this new wealth into a broader, forward-looking life plan. We’ll guide you through discussions about inheritance planning, family goals, and charitable giving, ensuring the money supports the life you want to build.
After receiving a significant lump sum, you may feel a deep sense of responsibility to protect this money and make the right decisions with it.
We’re here to advise you through the process. We’ll work with you to build a disciplined, diversified investment plan that aligns with your goals and risk tolerance, providing a clear roadmap that aims to help secure your financial future.
The biggest question is whether this money is enough to support your long-term goals. It’s a leap of faith, and you need to know what’s truly possible.
We’ll provide a detailed financial forecast that shows you exactly what your future could look like under different scenarios. We’ll analyse your cash flow, model your desired lifestyle, and determine how your lump sum can be used to support a new path.
You want to make sure this money creates a lasting, positive impact, but you may be uncertain about how to use it to secure your legacy and support the people you care about most.
We help you integrate this new wealth into a broader, forward-looking life plan. We’ll guide you through discussions about inheritance planning, family goals, and charitable giving, ensuring the money supports the life you want to build.
So, how can we help?
The first step is helping take care of what you’ve received. We’ll help structure your assets through pensions, ISAs, or trusts where appropriate, in a way that is tax-efficient, and can grow in a way that works for you.
Next, we’ll use cashflow planning to explore your options. Whether you’d like to retire earlier, reduce your hours, or pass more on to your family, we’ll show how your lump sum may help support those choices and aspirations.
The value of pensions and investments and any income from them can fall as well as rise. You may not get back the full amount invested.
The Financial Conduct Authority does not regulate Cashflow Planning.
The Financial Conduct Authority does not regulate some aspects of Trust Planning.