Receiving An Inheritance
Offering impartiality and clear thinking
Being left assets in a will can be a stressful time to manage, and heirs can sometimes make emotionally based decisions, which are not always in their best interests in the long run. It might be that you are grieving the loss of a loved one and not able to face the challenges that dealing with the inheritance brings, or you may simply be ill-prepared to manage your new-found wealth.
Before you make any decision about how you will spend or invest it, your first port of call should be to a qualified professional such as Daltium, to advise and help you navigate and avoid common pitfalls. It’s essential to have a plan to secure your financial independence before making any big spending decisions.
Areas to consider include: