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.
Get information for having conversations with your clients about intergenerational 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
Saving for a child/grandchild’s future is becoming of increasing interest for some people.