Much will depend significantly on your goals, needs and long-term aspirations
Receiving a substantial lump sum of money – whether from the sale of a property, a business, an inheritance or a bonus – can open the door to exciting opportunities. It can potentially set you and your loved ones on a path to long-term financial wellbeing and security. However, navigating the options for effectively using or investing such a windfall can feel overwhelming, especially in uncertain economic climates.
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Please be aware these articles are for general information purposes only and correct at time of printing. We will
not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
