Unexpected Windfalls

If you’ve recently received an inheritance or had an unexpected windfall you might be confused by all the choices you now have.

It is important that you don’t make a quick decision that you may regret later. Before anything else, and before you’re tempted to take the family on an around-the-world holiday, it’s important to sit down and review your current situation and what your priorities are.

Should you pay off the mortgage, or the credit cards? Or maybe upgrade on the family home?

Exercising some prudence and restraint – particularly in the early days – is critical. An adviser can help you reassess your finances and develop a logical plan, and help you weigh your options.

Many considerations come into play such as tax issues, and getting professional advice will provide you with the information you need for making the right decisions.

Don't hesitate to contact us to learn more about our services