A guide to estate and intergenerational planning

Understanding inheritance tax and planning for future generations.

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Important but not urgent?

Taking an intergenerational approach to tax and financial planning involves paying attention to tax throughout periods of wealth accumulation and decumulation. The aim is to build and then preserve as much wealth as possible to be able to pass on to the next generation and beyond, while being able to live your ‘best financial life’.

As you grow older or there is a real prospect of a substantial inheritance on the horizon, IHT and its impact on securing an optimal intergenerational outcome becomes both more important and more urgent. If you’re ready to know where life can take you, get in touch to arrange a no obligation conversation with one of our team They will take time to get to know you and your goals, and discuss how we might be able to help you.

 

Ready to build and preserve for the next generation?

Our guide explores why taking an intergenerational approach to financial planning is so important.

Display of the Estate & Intergenerational planning front cover and pages

This guide will cover:

The fundamentals of inheritance tax, its history and how it looks today.

The key questions about intergenerational tax planning you should be asking.

Important intergenerational and estate planning strategies to consider and discuss with an adviser.

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Important information

This guide is provided strictly for your general consideration only and represents our understanding of the law and HM Revenue & Customs practice as at 6 April 2024, including proposals in the Finance Bill 2022. The guide is not intended to (and does not) represent advice. It is essential that no action is taken or refrained from being taken based on this guide alone. Specialist advice (as referred to throughout the guide) is essential. Accordingly, neither Investec Wealth & Investment (UK) nor any of its officers, employees or contractors can accept any responsibility for any loss occasioned as a result of any such action or inaction.

The value of tax reliefs depends on your individual circumstances. Tax laws can change. The Financial Conduct Authority does not regulate tax, Will or trust advice. The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

 

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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.