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.

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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.

Start writing the rest of your life story

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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.

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Part of The Progeny Group

Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.

Learn about progeny

Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.

Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.

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