Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.Book Appointment
However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.
Planning for your children’s futures can be just as important as planning for your own. Whether you’re thinking about Junior ISAs, saving for school fees or University living, or even helping with a mortgage, our advisers can support your goals and help you to achieve them with your future generations in mind.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Find out how we can help you with financially supporting the older and younger generations in your family.
Supporting parents or helping children can be a daunting prospect, but with our help, it doesn’t have to be.
Supporting your children onto the housing ladder is undoubtedly a very generous act, but starting an investment plan from a very young age has even more added advantages.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
When it comes to providing for successive generations, the protection of accumulated wealth becomes important, including the effects of Inheritance Tax (IHT).
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
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