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...

Employee Ownership Trusts - an introduction

26 February 2025

The steady reductions in Business Asset Disposal relief announced in the Autumn Budget have led many to reconsider their exit options. In this session we will look at a range of possible routes with a deeper look at Employee Ownership Trusts.

Find out more and book