*Wills and Powers of Attorney may be referred to an appropriate legal specialist for implementation.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Intergenerational wealth planning is essential for families looking to build and preserve financial legacies that span generations. As a financial adviser, I understand the intricacies involved in transferring assets, minimising tax liabilities, and fostering financial literacy among heirs.

Our approach focuses on creating personalised strategies that align with your family’s values and long-term goals. By developing comprehensive estate plans and investment strategies, I help ensure that your wealth not only sustains your loved ones but also empowers them to thrive in an ever-changing economic landscape. Together, we can lay the groundwork for a prosperous future that honours your family’s legacy.

Contact Purbeck IFA to review your current plans with a “no obligation” initial consultation.