I’ve inherited a lump sum, what should I do with it?

Inheriting a lump sum can feel quite overwhelming. While we can’t tell you how to spend it, we can suggest a few options worth considering

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Financial planning for new parents: Don’t forget about your future too

When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future

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Financial planning in your 60s

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

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Financial planning in your 50s

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

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Financial planning in your 40s

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

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Gifting in your lifetime to reduce inheritance tax

As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax

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9 ways to reduce the inheritance tax bill for your family

There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help you eliminate it completely.

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Setting up trusts and gifting in your lifetime

Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due

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5 steps to prepare financially before your death

No one wants to think about their death, but preparing financially could spare your loved ones unnecessary distress and financial expense

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Why everyone should set up a Power of Attorney

As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney

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