Investing Inheritances

Investing Inheritances

Receiving an inheritance can be a significant financial event that has the potential to reshape your financial future, particularly as you approach retirement. In this phase of your life, the right strategies for handling and investing inheritances can make a substantial difference. This page is your guide to making the most of these opportunities.

Inheritance Options:

Cash Inheritance:

If you’ve received a cash inheritance, you have the opportunity to invest and grow this sum to secure your retirement and fulfil other financial goals. We’ll explore the options available for making the most of a cash windfall and maximising its growth potential.

Property and Assets:

Inheritances often include property, assets, or investments. We’ll help you determine the best strategy for managing and making the most of these assets. This could involve selling or leasing property, enhancing the value of assets, or aligning investments with your long-term financial plan.

Tax Considerations:

Inheritance often comes with tax implications. We’ll discuss the tax considerations that come with different types of inheritances and how to minimise tax liabilities. Effective tax planning can help you retain more of your inherited wealth for your financial future.

Investment Strategies:


Diversifying your investments can be a wise approach, especially when dealing with an inheritance. We’ll guide you on how to create a diversified investment portfolio that aligns with your financial goals. Diversification helps reduce risk and can enhance long-term returns.

Professional Assistance:

While managing an inheritance, it’s often advisable to consider seeking the advice of financial experts. They can provide tailored investment strategies, tax planning, and wealth management guidance to ensure your inheritance works optimally for you and supports your retirement goals.

If you’ve recently received an inheritance or are in the process of inheriting assets and are looking for effective strategies to manage and invest them, our team of experienced financial advisors is here to assist. We understand the significance of this stage in your financial life and can provide personalised solutions to make the most of your inheritances. Contact us today to begin optimising your inherited wealth for a more secure financial future.

Get In Touch With Us

If you like what you have seen on our website, the next step is to get in touch, we offer a free initial discussion with no obligation. You can do this face to face, by phone, or on Skype.

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Apex CB Financial Planning Ltd, Poole

BH16 6HX, Suite 2, Jellicoe House

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