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Inheritance

Inheritance.

A legacy for the future.

Caring for you.

When we lose someone close to us, our world changes and we can be overwhelmed by feelings of loss. Receiving a large amount of money at this time can feel like an additional burden. This is where Independent Women steps in. Our tax planning and investment experts will gently lighten the load, helping you navigate your immediate financial obligations. Leaving you free to focus on what matters most.

What to expect

How we will lighten the load

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Safe space.

A soothing environment.

Clarity.

Focus only on the essential.

Expertise.

Intelligence you can trust.
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Caring for wealth.

Our specialist team will stay by your side, managing the ongoing impact of your inheritance and optimising your financial position. Using the latest intelligence and tools, we’ll explore the best ways to protect your assets by building or growing your investment portfolio, pension and retirement planning and your eligibility for benefits.

Prepare your own legacy.

It’s never too soon to be exploring the preparation of your own legacy. Together with IW, it’s about exploring all the ways to make sure that your wealth and assets can be gifted in the ways that you want. We can help you to significantly reduce your future tax liabilities, protecting your money for the next generation.

The time to begin is now.

Connect with us

Take a step towards a fresh financial future. To book a call or a meeting with one of our expert advisers, simply contact us on the number below, or complete our enquiry form.
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