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Inheritance and windfalls

Get information for having conversations with your clients if they have received a windfall.

What should you talk about when it comes to windfalls?

Often an area that can’t be planned for, whether it’s receiving an inheritance, bonus or winning the lottery. In this section you’ll find some of the ways to help your clients if they have come into money.

Inheritance

Inheritance can come at any age. Bringing financial impact and opportunity to partners, children, friends and family. Here we examine options for different groups.

Pensions

You’ll find information here for your clients who may be looking at adding a lump sum to a pension.

Matrimonial assets

Learn the practical steps surrounding the transfer of the inheritance tax nil rate band.

Spend

Depending on the size of the inheritance, your client may also want to use it to plan for school or university fees. Or make a gift to a family member.

Bonuses

What happens if an individual is in receipt of a bonus which means they have a high-income child benefit charge.

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