You may be planning to pass money or assets onto your loved ones when you die. Or you may have received an inheritance.

The financial impacts of inheritance

Beneficiaries who receive items of value as part of an inheritance often face unexpected financial decisions.

It can be challenging to know what to do. We can help you identify your options and seek any other advice you may need.

How we can help

Whether you’re a beneficiary or you’re planning to leave something behind, a valid will is essential. If necessary, we'll work with your lawyer or put you in touch with one so that your estate planning needs can be met.

Speak with us about how we can help.

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