Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.

Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family.

Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.

Our retirement planning advice and services give you the help you need to make the most of your retirement opportunities.


Stretching retirement income across generations

Find out how we can help you with financially supporting the other generations in your family.

protection for the whole family

Intergenerational insurance policies offer much in terms of delivering the reassurance that everyone in the family is, or can be covered.

helping loved ones onto the property ladder

Supporting parents or helping children can be a daunting prospect, let us help you today.

investing for a better future for your children

Supporting your children onto the housing ladder is undoubtedly a very generous act, but starting an investment plan from a very young age has even more added advantages.

Future proofing your wealth

When it comes to providing for successive generations, the protection of accumulated wealth becomes important, including the effects of Inheritance Tax (IHT).

Safeguarding your businesses future

If you are self-employed, intergenerational wealth management planning should also extend to the future aspirations for your business. 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Monthly Mortgage Payments

online mortgage calculator

Your home may be repossessed if you do not keep up repayments on your mortgage.

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