Intergenerational wealth planning: Your options when passing on wealth to the next generation

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Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones.

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There’s more than one way to pass on wealth to your family. Each option has advantages and drawbacks that you need to weigh up to understand what’s right for you and your beneficiaries.

For many families, mixing different options could allow them to pass on wealth at several points in a way that suits them. This document offers three

options you may want to consider