Just won the lottery? Congratulations! Now the hard work begins!
Congratulations! But don’t let your win go to your head. Our experienced adviser can help you organise your winnings to get maximum return and adapt to your changed circumstances. We appreciate that you may want to spend some of the money and may want to give some away to friends, relatives and charities. But some of these actions can have unexpected tax consequences, so you need to act with care.
That’s why we need to sit down and review your position and discover what you want to do with your new-found wealth. We will then suggest various options to you and indicate the tax and financial planning implications of everything we have discussed.
Of course, you are always in control of what you want to do. It’s your money and your decisions are what count. We want to help you make more informed decisions.
Once we have agreed a plan of action with you, we’ll help you to implement it then monitor it over the next months and years to make sure your objectives are being met.
Call now to arrange a Review Meeting – at our cost
If you have just won the lottery and would like to find out more about our investment advice services, please contact us. There’s no obligation… just a good opportunity to discover how you can benefit from our years of experience.Contact us now…