What can I do with inherited investments? | CG Wealth Management UK

In this video Sarah Windsor-Lewis, Financial Planner explains what you can do with inherited investments. Visit our website to learn more: https://www.canaccordgenuity.com/wealth-management-uk/independent-wealth-planning/investing-inheritance/

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The tax treatments set out in this communication are based on our current understanding of UK legislation. It is a broad summary and cannot cover every circumstance and it does not constitute advice.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

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