I have inherited some money – what should I do?

A larger inheritance changes a person’s whole financial situation, because it is often the case that the inheritance is not simply a cash amount, but also a house, securities portfolio, stakes in a company or other items that do not usually fit with the person’s previous financial strategy. You should therefore check whether your assets following the inheritance are still spread across safe and profitable investments in line with your risk tolerance and risk capacity. If necessary, you should then adjust your investment strategy and optimise your tax situation.


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