Working with your family across generations

The importance of inter-generational planning

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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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