Next Generation Planning

Wealth can bring freedom and opportunity for future generations, but it can also create conflict.

We can encourage and steer the conversations that help avoid misunderstandings. And a great starting place is to develop a good level of financial literacy. Our videos and support materials give an excellent foundation for young people entering the adult world - and a useful refresher for the rest of us!

Speak to us if you want to start a conversation about wealth in your family.

Watch our latest videos...

22 March 2023

The 2023 Spring Budget

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30 January 2023

2022 - what it meant for retirement income prospects

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24 November 2022

Autumn Statement. November 2022

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1 August 2022

Warren Buffet’s Two Rules

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Upcoming Masterclasses...

Webinar - The October 2024 Budget

5 November 2024

The first budget of the new Labour government looks likely to set the tone for the rest of the parliament. Will it be the catalyst for national renewal or will it hasten our decline? Will we be better off - in all senses, not just financially? Join us as we discuss the budget provisions, their likely impact and ideas for how we can respond.

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Collaborative Growth Strategies

12 November 2024

The final masterclass in this series focuses on collaborative growth strategies, emphasising how businesses can achieve growth by forming strategic partnerships, creating alliances, and building ecosystems that foster innovation and shared value.

Find out more and book