Receiving a large sum of money can be quite an unsettling experience for many people.
Through our network of fully qualified financial advisers we can arrange for beneficiaries to receive professional advice on how best to invest their legacies.
We offer free advestment advice and we also offer a specially tailored package of advice for surviving spouses this includes;
- Preparation of a new will
- Preparation of a lasting power of attorney in case you ever become unable to manage your own affairs
- Provision of a probate re payment quotation
- Inheritance tax review
- A thorough review of your financial circumstances by a qualified independent Financial Adviser
- A few hours spent reviewing your affairs could make an enormous difference to the value of your estate. So call us today for an initial discussion without obligation