At Hunter & Co IFA Ltd, we understand that many of our clients have worked hard throughout their lives in order to provide for their families.
That’s why all of our advice and planning is built with a generational approach in mind. This means we work to see that your family can benefit from your hard work. We also want to ensure that we are safeguarding as much income as possible for any successors in a tax efficient manner, thereby securing your wealth for generations to come.
The most vital thing in these situations is advanced planning, as an early awareness of all the options will provide the best opportunities to make the most of your assets. By working closely with your family, we will ensure that your wealth is passed on to your successors, and our independent approach means that we are able to give the best whole-of-market advice.
When planning with a generational approach, there are a few key areas of financial advice to consider.