Making the most of financial support
A financial gift can help bring an important goal within reach or give you more options for the future. Whatever the reason for receiving support, taking time to think about what you want it to achieve can help you make the most of the opportunity.
Giving while living: Receiving support, building your future
Receiving a financial gift can open up new possibilities, but it can also leave you with decisions to make. Our report explores how people feel about receiving financial support, the conversations worth having with family, and how thinking about your wider finances can help you decide what comes next.
Received financial support? Join our upcoming webinar
On 30 November, we’ll explore some of the opportunities and decisions that can come with receiving a significant financial gift.
We’ll look at the conversations worth having, the different ways you might use the money and how to consider it alongside your wider financial plans.
Thinking about giving financial support?
If you’re considering helping someone you care about, we’ve created a separate report looking at lifetime gifting from the giver’s perspective. It explores some of the biggest questions people have around affordability, tax, family conversations and protecting their own financial future.
Making the most of what you receive
Discover more insights on investing, financial planning and the practical considerations that can help you make the most of gifted or inherited wealth.
