Our Services | Generational Planning
Generational planning
If you want to ensure that your family is looked after financially then we can help you to make a plan for this. Making a proper plan will give you the confidence that you can pass wealth on without risking your own financial security.
If you are worried about what decisions your beneficiaries might make with their new found wealth then we can also discuss ways where you can retain more control. Whatever your objectives, we are there to share our experience and expertise to help make it happen.
Our approach to generational planning
UNDERSTAND
We will sit down with you to understand what is important to you and your family during your lifetime and the legacy you would like to leave behind.
PLAN
We will plan how to meet family expenditures such as school and university fees, deposits for first homes and wedding costs whilst ensuring you have sufficient assets left to enjoy your time and leave a meaningful legacy behind upon your passing.
PROTECT
We protect your family by ensuring you are covered should a worst-case scenario play out.
EDUCATE
We will work with the next generation of your family to educate, inform and ready them for future financial situations such as gifts, inheritance, first home.
Introduce us
Carbon has been built on strong client relationships and the personal and professional referrals which flow from these.
If you think we could help you or someone you know then we’d love to hear from you.
Contact us today...
We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.
Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
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