Receiving or leaving an inheritance


You may be planning to pass things onto your loved ones or you may have received an inheritance yourself.

Help to make the right decisions

There can be financial implications for those who receive assets as part of an inheritance, and decisions to be made.

It can be challenging to know what to do. Professional financial advice could help you have peace of mind that you are taking the right steps.

How we can help

Whether you’re a beneficiary or you’re leaving something behind, a valid will is important.

You may need help from a lawyer—we can work with yours or put you in touch with someone, so your estate planning needs can be met. We can also help you create a financial plan that considers your personal circumstances and helps you take care of your family’s future in the appropriate way.

What to do next

Speak with us about how we can help.