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Life-changing events
Life often gives surprises: some challenging and some with opportunities. Whether it’s a divorce, a sudden inheritance, or selling your business, our wealth management service can help you navigate these life-changing events with confidence.
How Brooks Macdonald can help
Our team is here to provide expert guidance and support during significant life transitions. We understand that these events can be emotionally challenging and financially complex, so we’ll work closely with you, by understanding your unique needs and goals, to develop a financial plan that helps you navigate these life-changing events with confidence and clarity.
What we offer:
Divorce
We can help you navigate the financial implications of divorce to help you plan for the future. We’ll work alongside you and your legal adviser to make sure you’re making informed decisions about your assets, including pension planning.
Lump sum
Whether you’ve received an inheritance, a bonus, or a redundancy payment, our team can help you make the most of your new financial situation. We’ll guide you through your options and help you create a plan that aligns with your goals.
Selling or sold a business
Selling your business is a major life event, and we’ll help you make informed decisions about your future. We’ll work closely with you to understand your objectives, manage the tax implications, and create a plan to help protect and grow your wealth.
Why Brooks Macdonald makes the difference
At Brooks Macdonald, we’ve been helping individuals plan for their financial futures for over 30 years, building long-term relationships based on trust and shared values. We understand that life-changing events can bring about a range of emotions, and our team is here to provide you with the dedicated support and guidance you need to make informed decisions about your financial future.
Planning for life-changing events
Collaboration
We work closely with you and your other advisers, including solicitors and accountants, to understand your current financial situation and ensure it aligns with your overall needs, goals and ambitions.
Planning
As wealth managers, it’s our job to help you plan. We’re here to help explain where you are now, what might happen and, importantly, understand the impact of life events on your finances.
Dedicated support
Our committed team can help you navigate the complexities of life events. This includes discussing the benefits of taking early financial advice for divorce, exploring available options for the best use of a lump sum, and helping you understand how to make the most of your business sale proceeds. We'll help to reduce any stress or anxiety you may be feeling.
Working in partnership
We believe in building strong partnerships with you, providing ongoing support and guidance to help you navigate life’s unexpected turns.
Insights and articles
Where to start
Request an initial consultation
To discover how our expert wealth management services can help you navigate life-changing events, contact us today for a complimentary consultation.
Get in touch
Call us on: 020 7659 5881 or email us at: [email protected]
