Intergenerational wealth planning

Your options when passing on wealth to the next generation.

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.

It’s never too soon to start thinking about how you want to pass on wealth or who you want to benefit from your assets.

Click on the link below to read or download our latest guide and discover some of the ways you could pass on assets and look at the key issues that may affect your decision.

If you’d like to discuss intergenerational wealth planning, please get in touch. We can work with you to create an intergenerational wealth plan that’s aligned with your goals.

Intergenerational wealth planning guide

< back to News & Views

News & Views

May 15, 2024

Kellands in the running for another award

We are delighted to have made the shortlist for this year’s Money Marketing Advice Firm of the Year Award
Read more