A Generational Approach

Published: 21 January 2019

At Cotswold we work with generations of families. We were interested in the recent guide by Canada Life to inter-generational gifting.

It is important to ensure plans are regularly reviewed in line with changes to Inheritance Tax Planning but also as grandchildren get older the options and objectives in supporting their needs will change for example from school fees through to supporting them purchase their first home.

Meanwhile if you have already got a plan in place and would welcome ensuring it really does deliver what you’d like it to in the most tax efficient way possible please get in touch.

Cotswold Independent Financial Services offers a wide range of consultation services, backed by our expert knowledge and extensive experience. Whether you are concerned about your eventual retirement or feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.