Future generations
Passing on money securely, and efficiently, to those you love and the causes you cherish Preserving wealth for future generations is an important part of a comprehensive financial plan. Planning is one key element in achieving this goal. Passing on wealth you have worked hard to build is often complicated. But with careful planning, we […]
Preserving your family’s wealth
Achieving the right balance of control, access, flexibility and tax advantages Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died. Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning […]