Financial planning for the next and future generations should begin early. Assisting you through the intricacies of estate planning and the complex tax issues involved, we can help you manage expectations among the younger generations. This may well form a critical part of your family’s overall financial strategy and plan. Reviewing it annually to ensure it is up to date is important.
Making the family aware of changes in family law, is a key part of this, so is ensuring that arrangements are in place for school and university fees.
We can also play an important part in the financial education of the younger generations, working with them to develop the experience required to act as custodians of your family’s assets.