Financial planning for inheritance and windfalls

Sometimes life can take an unexpected turn and you find yourself in possession of an asset or sum of money through an inheritance or windfall.  When this happens many are unsure of how to proceed. Should you spend it? Should you invest it? Should you pay down debt? Do you need to pay tax on it? These questions and others need to be carefully considered. In this eBook we help clarify these questions and provide some insights if you find yourself the beneficiary of a windfall or inheritance.

 

What you’ll learn about in this free eBook:

  • The first steps
  • Wise spending
  • Debt management
  • Tax implications
  • Managing complexity
  • Creating a long term financial plan
  • Getting financial advice

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Financial planning for inheritance and windfalls