Inheriting Money - a guide for beneficiaries
Your options as a beneficiary
It’s important you understand your options so you can make the best choice for your situation.
If you’ve inherited money or investments held in a Hargreaves Lansdown account, this guide will explain:
- How you can withdraw or invest your inheritance
- Deadlines and tax rules that might affect your decisions
- Different savings and investment services that might interest you
We hope this guide will help you to better understand your options, but it shouldn’t be taken as personal advice. Investments can fall as well as rise in value so you could get back less than you invest. Tax rules can change and their benefits depend on your circumstances. You should seek advice if you’re unsure of what to do.