Corona Virus Update

Receiving Inheritance 

Receiving an inheritance can have a wide impact on you and your family’s financial status. During this
difficult time, the last thing on your mind is deciding the best thing to do with your new wealth. We can
work with you and advise you on the range of possibilities available when it comes to managing your
inheritance.

  • Here at Whitechurch, we have many years of experience advising clients in this very situation and understand the difficulty in deciding the best thing to do with newly inherited wealth.
  • We always look at the bigger picture for you and those you care about. We will seek to understand your long-term goals, priorities and objectives and the things and people that really matter to you.
  • As stated in our Client Charter, we do this because we believe that we have no right to talk to you about your money, or what to do with it, until we understand what you are trying to achieve.

  I'd like to speak to an adviser

Supporting Literature

We have produced a range of free guides to help you with your financial planning. To download a copy, please enter your details below to be taken to a library of helpful resources including the guides mentioned below.

Keep the money in the bank? Invest in a small business? If you are wondering what to do with your inheritance, this guide could help. Download a copy by clicking the link below:

 >> Receiving Inheritance