Exploring Intergenerational Wealth Management

Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.

Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family.

Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.

Please note that these services are separate and distinct to those offered by St. James’s Place.

Protection for the whole family

Intergenerational insurance policies can deliver the reassurance that everyone in the family is, or can be, covered.

Helping loved ones onto the property ladder

Supporting parents or helping children can be a daunting prospect. Let us help you today.

Investing in a better future for your children

Supporting your children onto the housing ladder is undoubtedly a very generous act, but starting an investment plan from a very young age has even more added advantages.

Futureproofing your wealth

When it comes to providing for successive generations, the protection of accumulated wealth becomes important, including the effects of Inheritance Tax.