Working with your family across generations

The importance of inter-generational planning

Working with your family across generations guide

Like many people, you may want to pass on your wealth to the next generations. At Tilney we work with our clients’ families as a whole to help them with their plans. Without proper planning there is no guarantee of a successful transition, and your beneficiaries may not have the knowledge or professional contacts to carry out your wishes after you’ve gone.

In this guide:

  • The importance of a trusted adviser
  • How inter-generation planning can help to reduce your Inheritance Tax bill
  • Why continuity of good financial planning will benefit you and your family

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