Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones.

Intergenerational planning can be complex. Depending on your circumstances, you may need to think about how your family could change, and you may even want to consider future generations. There are other challenges you might need to take into account too, from how passing on wealth could affect your lifestyle to potential tax charges