Invaluable advice when you need it most
Losing a loved one, especially if they were responsible for managing your wealth and living expenses, can make examining your finances feel overwhelming. A dedicated Wealth Planner can support you by providing financial advice following a bereavement to help you adjust.
The first step is reviewing and replanning. We’ll advise you on any changes you need to maintain your current lifestyle and explain why they’re needed. If you have any investments that need managing, we can support you with those too, helping you feel in control for what’s ahead.
How we can help
Our expert services can help you manage some of the worry of dealing with an estate after death.
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your money is working as hard as it can with our investment management service.
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Inheritance tax planning
Understand how to leave a lasting legacy with the help of our experts.
Learn moreCommon questions on managing finances in bereavement
After a loved one passes, you may need support with IHT, understanding your financial situation better, or adjusting your investments and spending in light of your changed circumstances. Our Wealth Planners can help make sure you have everything covered, building a plan with you and advising you on any steps you might need to take.
Financial advice following bereavement can help you navigate changes, such as managing inherited assets, updating a Will, understanding tax implications and securing future income. As Wealth Planners, we can ensure your finances are aligned with your goals during an emotionally challenging time.
Getting to grips with a parent’s finances can be difficult at any time, but especially when you’re grieving. For this reason, financial advice after the death of a parent can be invaluable. We can guide you through estate administration, IHT planning and managing inherited assets, to help safeguard your future and financial wellbeing.
