When you hear the term “generational wealth planning,” it’s easy to think that it’s something solely for the super-rich. But that’s not the case. Anyone who wants to make sure their assets are passed down in a way that reflects their values and goals can benefit from generational wealth planning, including:
• Parents who want to secure their children’s and grandchildren’s financial future and protect their assets from potential risks like debt or divorce.
• Business owners who want to preserve their successful businesses and make sure their legacy is carried on by future generations.
• High-net-worth individuals seeking to minimise taxes, safeguard their wealth, and pass it on to their heirs.
• Individuals with blended families, trusts, or other complex financial situations.
At CAM Wealth we are here to help and support your family on its financial planning journey every step of the way, including guidance on inheritance tax planning which is becoming even more important with recent legislative changes. Often when it comes to financial planning, it can feel like a very individual decision. What you’re actually doing is planning for your and your family’s future.
Once you are a client with CAM Wealth, our financial advice and support extends to your whole family and we are on-hand to answer questions and offer insights into a full range of financial topics.
Where possible, we really do encourage you to include your children and grandchildren in discussions with us, to not only share family insights and help us to meet your overall objectives, but it is particularly important when discussing Will Planning, Power of Attorney and legacy aims.
Not only is it our role to work with you on how to protect and pass your assets down to your family, (property/pensions/savings/investments etc) but a shared ‘family’ Advisor can do this even more powerfully and effectively for you and your loved ones.
Sharing family-wide financial goals will significantly improve any wealth transfer, smooth out the inheritance process, family communication and offer long term peace of mind and security.
Contact CAM Wealth on 0151 832 0832*
to discuss your requirements,
or request a call back below
Alternatively you can email us at info@camwealth.co.uk
(*Please note that all calls to and from our landlines and mobiles are recorded to meet regulatory requirements)