Intergenerational Planning
Helping your wealth benefit future generations
Intergenerational planning is about preparing your wealth for the future, ensuring it supports the people who matter most, both during your lifetime and beyond. Whether you're helping children onto the property ladder, supporting grandchildren with education or thinking about the legacy you'd like to leave, careful planning can help you pass on wealth in a way that reflects your wishes. Every family is different, and as your circumstances evolve, so too can your priorities. Taking a long term approach can help you balance supporting future generations with maintaining your own financial security.
At Lathe & Co
We understand that every family is different. That's why we take the time to understand your circumstances, family priorities and what matters most to you before recommending a strategy that's right for you.
Whether you're planning to support children or grandchildren during your lifetime, pass on wealth in the future or create a lasting family legacy, we'll help you put a plan in place that reflects your wishes and evolves as your family and circumstances change. We're also able to work with multiple generations of the same family, helping each person plan their own finances independently while making sure everyone's plans work well together as part of the bigger picture.
How can we help?
- Estate planning
- Inheritance Tax planning
- Trust planning
- Family wealth planning
- Lifetime gifting
- Succession planning
FAQs
Other solutions
Retirement Planning
Planning for retirement is about more than building a pension. Whether retirement is years away or just around the corner, we'll help you prepare for the lifestyle you want with confidence.
School Fees & Education Planning
Education costs can be a significant financial commitment. Planning ahead for school fees and university costs can help you prepare for the future while keeping your wider financial goals on track.
Inheritance Tax Planning
Careful planning can help more of your wealth pass to the people and causes you care about. We'll help you understand your potential Inheritance Tax liability and explore appropriate strategies to protect your estate for future generations.
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