Passing wealth between generations is the key consideration for successful individuals and families. We work with you to create an approach that is uniquely tailored to you. We use our extensive experience to structure your estate to take into account matters such as tax and regulatory issues to best achieve your aims.

Our intergenerational planning service provides a particular focus on passing wealth to younger generations. It includes a report outlining your circumstances, your wishes and recommendations on how to achieve your aims. It combines all of our services into one convenient package.

Recommended reading: Succession Planning, Inheritance Tax, Wills

Cost: £300 to £2,000

We look forward to working with you