Family and inheritance
Budgeting after a partner dies
Rebuild a household budget around changed income and payment dates.
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Family and inheritance
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Family and inheritance
A bare trust for a child
Understand ownership, responsibilities and the eventual handover of the money.
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What should you do after receiving an inheritance?
Understand what you have inherited, separate estate and personal tax questions, and prepare a financial plan before investing or gifting money.
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How to choose a financial adviser for an inheritance
How to compare financial advisers after an inheritance, including investment experience, family planning, fees and the role of solicitors or tax professionals.
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Family and inheritance
Inherited £100k: what should you do?
A practical framework for thinking about a £100,000 inheritance, including cash, debt, investing and whether financial advice may be worth paying for.
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Inherited £500k: what should you do?
What to consider after inheriting £500,000, including liquidity, investment planning, adviser fees and family decisions.
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Inherited £1m: what should you do?
A framework for managing a £1 million inheritance, including cash, investment risk, adviser selection, fees and family wealth planning.
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Family and inheritance
When might you need a financial adviser after divorce?
Financial planning after divorce, including pensions, investments, cashflow and how to choose an adviser for the new position.
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Family and inheritance
Do you need a financial adviser after redundancy?
When financial advice may help after redundancy, including severance payments, pensions, cash reserves and retirement decisions.
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When might a financial adviser help after bereavement?
When financial advice can help after bereavement, including inherited assets, pensions, investments and avoiding rushed decisions.
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Family and inheritance
Can a financial adviser help plan for school fees?
How financial planning can help families think about private school fees, cashflow, investments and trade-offs with retirement goals.
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Financial adviser vs solicitor for inheritance: who does what?
The roles of financial advisers and solicitors after an inheritance, including probate, legal ownership, investments and long-term planning.
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