Capital Recipient Planning

Whether you’ve received an inheritance, sold a business or property or you’ve won some money in the lottery, your pleasant plans to spend it will become a burden of responsibility as soon as the funds arrive in your account.

The challenge of making a financial return, while protecting your money is front and centre.

Once the money is somewhere safe, (i.e. not being wildly spent), your financial planner will walk you through a short-term and long-term plan that is centred on your needs, while considering tax implications, lifestyle objectives and desires, estate planning and other considerations that you won’t have thought of.