Sharing with your children and grandchildren
Once you are a client with us, our financial advice and support extends to your whole family and we are on-hand to answer questions and offer insights into a full range of financial topics.
Where possible, we really do encourage you to include your children and grandchildren in sessions with us, to not only share family insights and great advice on investments, for example, but is particularly important when discussing Power of Attorney and legacy plans.
Financial education and support
As well as being on-hand for your whole family so they can all enjoy the benefits of financial planning and advice, we also hold a series of webinars on diverse topics including socially responsible investing, investment market updates, how cash flow modelling works and top tips on pensions and savings.
Keeping wealth in the family
With more people concerned with family legacy in light of the pandemic, sharing a family Financial Advisor can be a very effective and efficient way to address the very real financial issues surrounding mortality.
With the rise and rise of house prices over the last three decades and the new pensions freedoms act, the results have been a significant rise in monies handed over to HMRC and the average UK inheritance tax bill currently stands at a staggering £179k!
Not only is the Financial Advisors role to work with you on how to protect and pass your assets (property/pensions/savings/investments etc) down to your family, but a shared ‘family’ Advisor can do this even more powerfully and effectively for you and your loved ones.
One of our Financial Advisors will work with you through the myriad of options including inheritance tax planning, personal tax planning, using personal allowances, pension planning between partners/children, generational gifting, trusts and intergenerational wealth transfer.