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Intergenerational planning

Intergenerational planning

Get information for having conversations with your clients about intergenerational planning.

  • Technical information

  • Topics to consider

  • Practical guidelines for clients who are saving to help their families

Topics

What should you talk about when it comes to Intergenerational Planning?

An area that is becoming increasingly important is intergenerational planning. In this section you’ll find information from helping fund school fees, setting up savings and investments to estate planning - including gifts and trusts.

Featured Video

Intergenerational Planning

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Get information for having conversations with your clients about intergenerational planning.

1 minutes View transcript

School and uni fees planning

An exciting time for children but not so much for their parents/grandparents if they have not made financial provision to plan for this expense. Here we look at some of the options to help save for this time in your clients life.

School and uni fees case study

Savings

Saving for a child/grandchild’s future is becoming of increasing interest for some people.

Trustee responsibilities

Trustees have a duty of care towards beneficiaries and must act in their best interests.

Gifts

Using your annual allowances each year could not only help your child/grandchild but can also help any potential IHT bill.

Funding a property

More parents/grandparents are getting involved to help their children get on to the property ladder.

  • Funding a property deposit

Conversation starter

In this section you’ll find support to help you with your client conversations.

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