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

  • 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.

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Supporting Literature

We have produced a range of free guides to help you with your financial planning, including information on receiving inheritance, inheritance tax plannning, retirement options and the latest tax rates. You can download these by filling in your details below or contact us and we can post them to you.

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