An inheritance, business or property sale results in a lump sum. What next?
Coming into a large sum of money can mark an important turning point in your life. But it also poses practical questions about how to make the most of it.
Many of these decisions you might feel confident making on your own. But some choices are daunting, and you may feel more comfortable turning to professional advice and experience.
When we talk to clients about managing lump sum windfalls, we ask a number of questions.
Only once you are clear on those bigger questions would we guide you through some of your investment choices.
Putting large sums into investments that can be volatile over shorter time periods, such as equities, can be challenging, even if historical statistics suggest it may be the correct approach. Our portfolio managers and planners work with you to develop a strategy that you are comfortable with, meets your needs and suits your tolerance for risk.
CASE STUDY
Our client received a significant lump sum as an inheritance. We advised him on how he could use his investments to supplement his income, while preserving flexibility to adapt his lifestyle in future. The client has invested in our flagship sustainable strategy.
CASE STUDY
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped her plan for the efficient transfer of wealth to her children and charity, while providing a high degree of flexibility and minimising complexity.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
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