Life moments | Coming into money
Clarity and confidence
when you come into money
Whether through inheritance, a settlement, or selling a business — we’ll help you make smart, lasting decisions.
Receiving a lump sum can feel exciting, overwhelming — or both. Whether it came from the death of a loved one, a divorce settlement, a business sale, or a redundancy package, one thing is clear: this money matters, and it needs to be handled with care.
Key Benefits
- Make calm, considered choices without pressure
- Understand your options: hold, pay off debt, invest, or gift
- Use the money in a way that supports your long-term goals
Our
Approach
We help you step back and see the bigger picture.
What does this lump sum mean for your lifestyle, your family, your future? What are the risks of rushing — or freezing? We model different scenarios and walk you through the tax, investment, and emotional sides of the decision, so you can move forward with confidence.
