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Inheriting Money - a guide for beneficiaries

Inheriting Money - a guide for beneficiaries

Deciding what to do with any money or investments a loved one’s left you might not be the first thing on your mind. This guide is not personal advice.

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    This literature is for UK investors only. We are not authorised to send our literature to areas outside the jurisdiction of UK regulation and will be unable to send this literature to any address in the Channel Islands or outside the UK.




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    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.

    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.

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