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Receiving an inheritance

If you have received or are about to receive an inheritance (also known as a bequest) there are some emotions that, based on my experiences of helping people over some 25 years, are common.

Watch the short video opposite and discover how Barry helped a recent client.

  • A desire to make good use of the money as Mum/Dad/Aunty etc had worked hard to save it in the first place – Guilt/Love
  • I should invest it in a way that Mum/Dad/Aunty would want or approve of – Remembrance
  • I know very little about investing – Fear/Embarrassment/Anxiety
  • I should be very cautious about what I do – Anxiety/ disappointment avoidance

What to do with an inheritance based purely on emotion rarely gives a satisfactory outcome. Especially as these emotions are accompanied at the time by grief.

Here are some articles that will help you make decisions based on a combination of emotions and facts.

The series of articles will be added shortly.

If you wish to discuss your situation, please feel welcome to choose a time for a call that is convenient for you using my online booking system.

It can be either a Google Meet call (like a Zoom call) or an ordinary telephone call.

Please let me know in the notes section when choosing the time if you would prefer a Google Meet or a telephone call. The system will automatically generate a Google Meet invitation for you and will notify me of the time of the call.

For more information on how to manage an inheritance, please complete the form below.

If you wish to discuss your current position please book a call with Barry Davys using
our online system at a time that is convenient for you.











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