Useful resources: IHT & intergenerational planning part one

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    Inheritance tax and intergenerational planning – part one

    Thanks again for signing up to attend our inheritance tax and intergenerational planning event. I hope you are looking forward to it.

    If you haven’t already, make sure you sign up to part two of this event where I’ll discuss inheritance tax planning and strategies, as well as giving some real-life examples of how having a thorough financial plan has changed people lives. Click here to register.

    In the meantime, we’ve put together a selection of relevant resources that may be of interest to you ahead of the event.

    We are more than happy to welcome any of your friends or family who would enjoy this event. Simply send them the link to this registration page to invite them.

    Take a look below and, don’t forget, if you have any questions, please don’t hesitate to get in touch at and we’ll be more than happy to help.

    Ben Rogers
    Chartered Financial Planner


    Article: Finding a purpose for your wealth

    In this article, Equilibrium’s Founder, Colin Lawson, explains how a family was able to transform their financial plan to fulfil their philanthropic objectives as well as make a positive difference to their children’s lives.

    Read the full article here.

    Article: Are your kids ready for your money?

    This article examines the difference between preparing your money for your children and preparing your children for your money, as well as why it’s vital to have a thorough financial plan.

    Read the full article here.

    Browse our library

    Take a look at some of our inheritance tax and intergenerational planning resources here. 

    What do clients say about Ben?

    Gives us great confidence 

    “Ben took time at the start of the annual meeting to really drill down to what we wanted to achieve in early retirement. This enabled him to manage our accounts exactly as we needed. He gives realistic synopses without over-selling what potential benefits might be. This gives us great confidence in managing our financial future.” Simon P 

    They give us the confidence 

    “Overall communications and ability to clarify and break down complex issues into understandable components. They give us the confidence that our investments are being managed professionally and for our benefit.” – John S 

    An excellent and knowledgeable adviser 

    “Ben was very knowledgeable. We talked about everything from Brexit to inheritance tax planning and his inputs were well made. Excellent adviser.” – Philip C


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