Passing on your wealth

Sharing your wealth with the next generation.

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.

Finding the right services for you

We provide tax-efficient investment solutions, reducing exposure to Capital Gains Tax (CGT). Our experienced team also work with third parties to provide appropriate succession planning when it comes to leaving your legacy.
Our trained investment managers may discuss your personal circumstances or health concerns, to ensure we fully support your needs. We are also able to work with a third party power of attorney if required, to support with financial decisions in the future.

Our investment solutions

Discretionary investment management

Your investment manager will take responsibility for the day-to-day management of your investments, in line with your objectives.

Learn more about discretionary investment management

Advisory investment management

Benefit from guidance and expert advice whilst taking greater responsibility in your investment decisions.

Learn more about advisory investment management

Advisory dealing and execution only

Providing experienced investors the responsbility and day-to-day management of their investments.

Learn more about dealing services

Start a conversation

Speak to one of our investment managers to discuss your retirement solutions.

EFG Harris Allday
33 Great Charles Street - Birmingham B3 3JN
0121 233 1222

Latest news and insights

Find our latest news and insights, featuring updates from our investment managers and the research team.

Learn more

Market insights 20 September 2023

European Central Bank signals end to rate hikes, lifting markets

Mixed economic data out of the US led to a volatile week on Wall Street. August’s producer price index logged its biggest monthly gain since June 2022, however, core prices came in line with expectations.

Research Team

2 min read

Company news 20 September 2023

Why Art Matters in Britain’s Second City

EFG Harris Allday look forward to hosting the next Professional Network event at the Colley Ison Gallery in Birmingham.

Hayley Spendlove

3 min read

Market insights 15 September 2023

Apple drags down S&P 500 and Nasdaq performance

In the US, better-than-expected economic data pushed Treasury yields higher. The ISM’s Services Purchasing Managers’ Index unexpectedly rose to a six-month high of 54.5 in August, while the weekly jobless claims figure dropped to its lowest level since February.

Research Team

2 min read