Intergenerational planning

Intergenerational planning essentially means making sure your financial plan can benefit not just you, but other members of your family.

At this point you might automatically think about who will inherit your estate, and how to minimise any inheritance tax liability for your beneficiaries. That’s an important part of intergenerational planning, but you might also have elderly parents where their future care is a distinct possibility.

With the cost of living on the rise, and medical advances making a 100-year life increasingly possible, intergenerational planning is an important part of preserving and enhancing wealth for you and your family.

It’s not straightforward though, so you should seek advice from an independent financial adviser. They can help put your estate in order and put Power of Attorney and a Will in place. And they can advise on how you can make financial gifts to family members while you’re still alive, while creating a tax-efficient legacy after you’ve gone.

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