text size :


Receiving an inheritance can leave you with mixed feelings. Dealing with the loss of a loved one, grief and other emotions can make it difficult to decide what to do. During these difficult times, the impact of tax and inheritance rules could be the last thing on your mind.

Depending on the types of assets you inherit and the way any money is passed on to you, there can be issues to consider and manage in order to maximise the amount you receive.

A financial adviser can work with you and your accountant and solicitor to ensure you make the most of your inheritance, and could guide you on what your options are.

Contact us to discuss.



This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.


08 9752 3344


08 9791 2533