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  • Succession: Your guide to managing inherited wealth

Succession: Your guide to managing inherited wealth

17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

Inheriting wealth, whether expected or not, can be an emotional and complicated time. Choosing what to do with your money is not always simple and can require careful planning. 

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing. The tax treatments set out in this communication are based on our current understanding of UK legislation. It is a broad summary and cannot cover every circumstance and it does not constitute advice. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

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Sarah Windsor-Lewis

Private Clients Principal

An expert in all aspects of personal financial planning, Sarah has particular skill in pensions, retirement strategy and matrimonial matters – a complex area for which she offers independent expert witness advice. Sarah joined the company in 2022, and has a wealth of experience, including spending 12 years running her own regional IFA firm. 


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.