Receiving some unexpected extra money can be hard to manage if you are not sure how to maximise its use, and if there any obligations or tax implications involved.

We can:

  • Review and help you set goals and a realistic timeframe to achieve them
  • Identify your options if the windfall is cash, and advise of tax considerations if the windfall is not cash
  • Recommend a selection of investment options
  • Advise you when you need to see an accountant or solicitor

Contact us today if you would like us to assist you with managing your unexpected extra money.

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