Managing an inheritance

Despite the circumstances, receiving a cash lump sum or other assets as part of an inheritance can be a life-changing event. At Brighton Capital Management, we are here to help our clients take a holistic view of inheritances, considering everything from the tax implications to rebalancing investment portfolios – and assessing the impact any bequest could have on your or your family’s long-term financial goals.

We can also provide guidance and assistance on asset sales, for example putting a property on the market or finding a buyer for a business.