MANAGING YOUR INHERITANCE

Have you recently received an inheritance? There are things you can do to protect it, grow it and use it to reach your financial goals. Equity Trustees can create a wealth strategy that will minimise the tax implications and optimise the returns you receive now and into the future. 

How does financial advice work?

  • Number1

    Getting to know you


    The financial advice process at Equity Trustees is simple, transparent and focused on you and your goals. Your Adviser will let you know exactly what fees are applicable before you proceed with each stage. 

    Before we can assist you with any decisions that will impact your future, we need to understand what is important to you. During initial discovery meetings, we will gain an understanding of your financial position, your vision and your key goals.


  • Number2

    Strategic advice


    Once we understand your position, we will create a strategic advice document. It will outline, at a high level, how we can assist you.

  • Number3

    Moving forward


    If you decide to proceed, you will have access to:

    • A dedicated private client adviser
    • Online access to your account
    • Transparent fees