Intergenerational Wealth

Effective financial planning, as a family

Intergenerational Management

Effective financial planning today can help you and your loved ones enjoy a financially stable life, together.

Intergenerational wealth management is all about collaboration and control.

Traditionally, we’re used to seeing our assets simply passed down from generation to generation. However, intergenerational wealth management means members of your family - from older children, to grandparents and even great-grandparents - using their wealth to ensure financial stability across your whole family.

The world is forever changing. Not only are people living longer but younger generations are facing more financial challenges than ever before. There’s never been a better time to find out how your collective wealth can provide financial freedom for every generation of the family.

Our financial advisors will work with you and your loved ones so that together, we can put a bespoke plan in place to suit your collective ambitions and objectives.

You might be wondering how much money you should pass on to your children? Perhaps you want peace of mind knowing that your grandchildren will have a financially secure future? Maybe you would like to help a loved one get on the property ladder? Our unrivalled and personalised advice will ensure you are making sustainable, affordable and tax-efficient decisions, to match your short, medium and long-term goals.

Designing a well-thought-out financial intergenerational wealth strategy today not only means you will be supporting your family’s future but you will also be able to enjoy your wealth today.

Together, we can take control of your wealth as a family while maximising financial opportunities across each generation.

Intergenerational Services

Intergenerational Planning

Service and financial advice supported by Hall & Costello

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Stretching retirement income across generations

However far away retirement might seem, it’s never too early to start creating a proper financial plan. Together, we can put a strategy in place today, so that you and your family can enjoy a financially stable future.

Protection for the whole family

We help you put a plan in place so that your whole family is protected. Proper planning today means that you, your partner, your children, grandchildren and parents will be provided with invaluable support, when they need it most.

Helping loved ones onto the property ladder

There has never been a more challenging time for young adults to get onto the property ladder. If you are in a financially able position, our experts will work with you, so that you can help your children or grandchildren by their first home.

Investing for a better future for your children

Financially planning for your children today will help them fulfil their dreams as they kick start life as an adult. However much you can save will make a huge difference to their future. Let’s build a better future for your children, together.

Futureproofing your wealth

You have worked hard for your wealth, so make sure it’s protected, not just today, but tomorrow and in the future. Creating an effective financial strategy today will provide you with the peace of mind you deserve.

Safeguarding your business’s future

If you are self-employed, intergenerational wealth management planning should also extend to the future aspirations for your business. In the past, once an entrepreneur had built a business.