Sound like you?What should I do with my inheritance?

Secure your future

An inheritance can set you up for long-term financial stability, so you want to do things right and have an expert to guide you.

Consider any taxes

It’s easy to forget that your inheritance may be subject to tax, which is why you must speak to a trusted financial planner like us.

Don’t rush anything

You’re going through an emotional time and you need to make some big decisions. However, it’s important to take your time.

Receiving an inheritance can be bittersweet; it’s a generous gift, but deciding what to do next can be daunting.

It’s okay to feel unsure about how best to approach this significant change to your finances and not rush into making any decisions.

Keep in mind there’s no one-size-fits-all approach to managing an inheritance. What works best for you will depend on your unique circumstances, values, and goals. Whether you choose to invest, pay off debts or save for the future, the most important thing is that your decisions align with your personal goals and bring you peace of mind.

Lisa helped sort out our finances after receiving an unexpected inheritance, focusing on our later years and health circumstances.

Angela Drew

West Midlands

We're here to support you through it all.

We recognise that this time can bring a whirlwind of emotions. Let’s have an open, heartfelt conversation about your hopes for the future and how we might enhance your financial wellbeing. Remember, we won’t force you to make immediate decisions. We’ll move at a pace that feels right for you, ensuring you’re comfortable every step of the way.

When you’re ready to take the next steps, we’ll explore ways to make the most of your inheritance. This might include investing the money, paying off debts, buying a property or encouraging you to take time away to go on holiday.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

Darren and Stephanie

I’m confident about my financial future thanks to Lisa’s sound advice.

Stephen Orme

Working with Footes makes us feel very confident and very secure.

Tracey and Rob

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Tim and Carolyn

Lisa has been there every step of the way as our financial needs have changed over time.

Angela Drew

Footes Financial Planning changed my life completely.

Phil Summerfield

Sound like you?What should I do with my inheritance?

Secure your future

Consider any taxes

Don’t rush anything

Receiving an inheritance can be bittersweet; it’s a generous gift, but deciding what to do next can be daunting.

Lisa helped sort out our finances after receiving an unexpected inheritance, focusing on our later years and health circumstances.

Angela Drew

We're here to support you through it all.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

I’m confident about my financial future thanks to Lisa’s sound advice.

Working with Footes makes us feel very confident and very secure.

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Lisa has been there every step of the way as our financial needs have changed over time.

Footes Financial Planning changed my life completely.

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

Reach out and
say hello

Sound like you?What should I do with my inheritance?

Secure your future

Consider any taxes

Don’t rush anything

Receiving an inheritance can be bittersweet; it’s a generous gift, but deciding what to do next can be daunting.

Lisa helped sort out our finances after receiving an unexpected inheritance, focusing on our later years and health circumstances.

Angela Drew

We're here to support you through it all.

Words straight from our clients.

Lisa has been fundamental in helping us plan our retirement.

I’m confident about my financial future thanks to Lisa’s sound advice.

Working with Footes makes us feel very confident and very secure.

Lisa’s warm, down-to-earth advice helped us feel secure and confident about our financial future.

Lisa has been there every step of the way as our financial needs have changed over time.

Footes Financial Planning changed my life completely.

0

of clients would recommend us to their friends, family or colleagues

0

believe that working with us has helped or will help them achieve their financial goals

0

were satisfied that we understood their needs, goals, aspirations and objectives

Reach out and say hello

Reach out and
say hello