Investment in education and skill development An integral part of intergenerational planning is investing in education and skill development for younger family members. Establishing an open line of communication can also lead to tax, investment, and insurance planning opportunities. This might involve funding higher education, vocational training or mentoring opportunities that equip them with the tools to thrive in an evolving world. In our position as advisors, we see the impact of a client or family member passing more often than we would like. To speak to one of our team, arrange an appointment or find out more, call , or alternatively use our contact form here.
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Read MoreFacebook LinkedIn Twitter. Home News and Insights Intergenerational planning: the how, what why, where and when? Back to top. It involves assessing current financial resources, creating strategies for wealth accumulation and preservation and establishing mechanisms for the distribution to loved ones at the correct time and in the correct manner. First, naming beneficiaries is the easiest and most straightforward way to hand down assets at death, as there is little room for interpretation. James will have to consider saving more for his future, though he may ultimately decide to prioritise his property purchase for the time being. Although not part of the original discussion, James also learns more about his employee benefits, including excellent sick pay and a large lump sum paid out for death in service, which he decides to leave to his sister for the time being.