Intergenerational wealth transfer

Inter-generational wealth is transitioning wealth to your loved ones while you are still around to see and enjoy it. Allocating wealth to your children and grandchildren can help them establish themselves and continue building on the wealth you have created.

• Determining what you can transition to your loved ones without impacting your own financial position or retirement
• Set up a wealth transfer strategy and make sure your inheritance goes where you want it to
• Work with your loved ones to help them establish their own wealth journey to ensure your legacy continues for years to come
• Ensure asset distribution reflects your true intention, minimising the tax burden on your beneficiaries