Next Generation Planning

Wealth can bring freedom and opportunity for future generations, but it can also create conflict.

We can encourage and steer the conversations that help avoid misunderstandings. And a great starting place is to develop a good level of financial literacy. Our videos and support materials give an excellent foundation for young people entering the adult world - and a useful refresher for the rest of us!

Speak to us if you want to start a conversation about wealth in your family.

Watch our latest videos...

22 March 2023

The 2023 Spring Budget

Watch now...

30 January 2023

2022 - what it meant for retirement income prospects

Watch now...

24 November 2022

Autumn Statement. November 2022

Watch now...

1 August 2022

Warren Buffet’s Two Rules

Watch now...

Upcoming Masterclasses...

Driving Innovation

22 April 2024

Sustainable competitive advantage is the holy grail of business and we’ll be considering the impact a focus on creativity and innovation has in creating market-leading products and services.

Find out more and book