Passing on your wealth

Sharing your wealth in line with your wishes

Generational wealth transfer is the passing of assets from one family generation to another. This type of wealth can support long-term financial stability for families, and it is important that you transfer your wealth in line with your wishes.

Parents often want their children to understand the value of wealth, and for it to be used and managed in a way which will benefit their future. Planning ahead can help an inheritance to provide security for your children and grandchildren’s financial future.

By providing guidance at every step, we can help to ensure your wealth is provided in the way you wish and with the understanding and reassurance that your loved ones deserve.