Receiving an
inheritance?
When life changes, decisions feel heavier. We’ll explain your options and help you with the next step.
Independent · Whole-of-Market · Midlands & UK-Wide
WHERE ARE YOU NOW?
What’s happened so far?
Inheritances can raise lots of questions. We’ll help you find clarity and choose the most meaningful next step.
Just found out?
It can feel hard to think clearly. We’ll help you slow things down and understand what matters first.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Estate still ongoing?
If things are still being settled, we’ll help you plan around the timeline and avoid rushed decisions.
Money received?
We’ll help you organise the details and decide what to do now, and what can wait.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
Planning to share it?
If you want to gift money or support family, we’ll help you explore options first.
Need a full Financial Plan?
See how we help people make thoughtful decisions, then book when you’re ready.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
RESOURCES
Related success stories.
A few real stories from people who wanted clarity, and left with a plan that felt achieveable.
FINANCIAL PLANNING
A financial plan built for real life.
How we helped Jaineeta and Ed move from financial uncertainty towards a clearer plan.
Photos changed for privacy purposes.
Protection & Insurance
SUPPORT WHEN INCOME WAS AFFECTED
How we helped Emma access the support available when her income was affected.
FIRST-TIME BUYER
A clearer path to her first home.
How we helped Cindy feel confident and supported buying her first home.
IMPORTANT TO KNOW
The key choices in this moment.
You don’t need to decide everything at once. We’ll help you get clear on the five key areas, in the right order.
04
Routes forward
Keep it, use it, gift it, or plan for later. We’ll help you weigh the pros and cons against your goals.
05
A plan that adapts
As life changes, we’ll review the plan so it still supports what matters the most to you.
01
Setting priorities
Start with your priorities first, then decide how the inheritance should support them.
02
What’s been left
We’ll help you organise what’s included, how it is held, and any key dates, so you can see the full picture.
No obligation
Book a 30-minute initial call and we’ll help you work out the next step that’s right for you.
03
Timing & details
We’ll explain the main considerations in plain English, so you can make informed decisions.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
SUPPORT IN THIS MOMENT
Handled with care.
An inheritance can bring emotion and pressure. We’ll help you make thoughtful decisions for you and your family.
Respect the meaning
We’ll start with what this inheritance means to you and what you want it to stand for.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Get the basics in place
We’ll help you cover the essentials first, before you make bigger choices.
Family & fairness
If you are thinking about gifts or support, we’ll help plan meaningfully.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
Take your time
No pressure to decide quickly. We’ll help you choose the next step when you are ready.
The value of investments can fall as well as rise and you may not get back the amount originally invested.
RESOURCES
Take the pressure off.
Below are a few tools to help you get clear on priorities and avoid rushed decisions.
FEATURED GUIDE
Inheritance Planner
Know who to speak to, what to gather and what to do first after an inheritance.
Coming soon
CALCULATOR · INVESTMENT GROWTH
See how regular saving could grow over time and what consistency can do.
GUIDE · BUDGETING SPREADSHEET
Track spending, spot easy wins and feel more in control of your money.
COMMON QUESTIONS
Inheritance FAQs.
Quick answers to the questions people usually ask before booking a first call.
GET IN TOUCH
Let's talk about what matters to you.
Book a 30-minute initial call. No obligation, no jargon. We'll listen, answer questions, and see if we're the right fit.
OFFICE:
NBV Enterprise Centre
6 David Lane, Basford
Nottingham
NG6 0JU
Video calls available UK-wide
CALL US:
Telephone: 0115 855 7538
Mobile: 07528 631619
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
We'd love to help.
Fill in your details and we will be in touch soon.
Book now
GET IN TOUCH
Let's talk about what matters to you.
Book a 30-minute initial call. No obligation, no jargon. We'll listen, answer questions, and see if we're the right fit.
OFFICE:
NBV Enterprise Centre
6 David Lane, Basford
Nottingham
NG6 0JU
Video calls available UK-wide
CALL US:
Telephone: 0115 855 7538
Mobile: 07528 631619
The value of investments can fall as well as rise and you may not get back the amount originally invested.
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
