Life moments
Inheriting money
A sudden large sum needs a calm plan. What to do first, and what can wait.
An inheritance often comes at a difficult time. There is no need to decide everything at once: keep the money safe first, and make decisions when you are ready.
Paperwork comes before planning. Moving investments and accounts into your name (transmission) needs documents such as the death certificate and, in some cases, a succession certificate.
Your checklist
Tick items off as you go; nothing is saved.
Work out your numbers
Each calculator opens with these example figures; change them to your own.
How we can help
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