Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.
Your wealth also needs to be protected from a plethora of outside ‘events’, many of which may lead to your chosen beneficiaries being unable, unwilling
or insufficiently responsible
Inheritance Tax is charged at 40% on all assets above an allowance known as the nil rate band (NRB), currently set at £325,000. The NRB can be up to £650,000
for married couples and registered civil partners where the exemption is not used on