Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes. This offers legitimate estate planning and tax mitigation opportunities, whilst providing the much-needed assistance to alleviate the financial burdens of everyday life.
Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family. We are now witnessing a phenomenon where the ‘baby boomers’ – those born in the post-war era and approaching retirement – represent the wealthiest generation in our society.
We offer a wide range of services and products which will meet your needs at different stages of your life. Your financial goals will change depending on where you are in your life’s stages and we can provide continuing peace of mind that you’re on track through our regular review meetings. The diverse range of products we offer means we can always find something that best suits your needs when you need it.
Our aim is to provide you with comfort in retirement by creating, managing and preserving your wealth throughout your life.
- Estate planning
- Succession planning
- Key business person
Please remember that the value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Please click on ‘Become a Client, Enquire Now’ at the bottom of the page and complete the enquiry form and we will normally contact you within the same working day during business hours or if you would prefer us to contact you outside normal business hours then please advise and we will quite happily do so. Alternatively you can email us with details about your requirements to firstname.lastname@example.org or call us on 0151 372 0388