Intergenerational Wealth Planning
Significant wealth has traditionally passed from one generation to another after death. However, as UK demographics change, wealth is increasingly being transferred between generations during our lifetimes. A growing number of families are now seeking advice on how best to manage their wealth collaboratively across the generations.
Whether you would like to help your children onto the property ladder, contribute to a grandchild’s education or wedding, or help your parents with later-life planning, careful consideration can ensure your wealth works harder for all your family without putting your own security and retirement comfort at risk. St. James’s Place provides a range of family-oriented financial products and services, enabling families to work collaboratively to support each other across the generations. Working together, we can help you with a range of intergenerational planning needs: