Intergenerational Planning Advice
Financial longevity for you and your family
Intergenerational planning is about passing on your wealth to your loved ones in a secure and effective manner
Traditionally, wealth has passed down from one generation to the next upon death. However, today, many people want to be able to use their assets to support their family now and see the benefits of their wealth during their lifetime.
Our specialist team of Financial Planners can help advise you on the best ways to benefit the next generation by implementing financial strategies and estate and Inheritance Tax planning.
For those who are considering how they can best share their wealth with their children and grandchildren, consulting a specialist intergenerational wealth manager can make all the difference. At Grosvenor Wealth Management, we will help you put a financial plan in place that can protect your assets for future generations while enabling you to share your wealth in your lifetime.
We understand how important, personal and individual our clients’ intergenerational planning goals are. This is why we work closely with you to create a tailored financial plan that works for you and your family’s personal circumstances. This may include the implementation of trusts, gifts, long-term investments, or insurance policies to build security and longevity into your intergenerational plan in the most tax efficient manner. Whichever route you choose to take, our Financial Planners will be on hand to explain the potential benefits and risks, guide your decisions and continually review progress.
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Testimonials
“The team at Grosvenor have really helped us think through our options for different scenarios and created us a versatile financial plan. Great practical and knowledgeable advice. Thank you.”
“Attention to detail and nothing is ever too much trouble”
“They have the ability to support me across an unusually wide breadth of services including estate planning. Fundamentally I trust GWM and I see this as a long-term relationship for my whole family”
“I feel empowered and more optimistic about moving on to the next phase of my life.”
“Grosvenor were the outstanding exception in doing what they promised without fuss and within the timescale promised. Thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”