Steven Cliff

As we mark Global Intergenerational Week 2025 (24–30 April), it's a timely reminder of the value of strong connections between generations, especially when it comes to family finances.

As families consider how wealth might be transferred across generations, it helps to have open, informed conversations about things like inheritance, gifting, and pensions. These discussions aren't always easy, but they could play an important role in helping protect family wealth and supporting each generation.

As a financial adviser, I often find that some families appreciate having professional advice when thinking about how their long-term plans might take shape. Every situation is different, but having a trusted professional to talk things through could help bring clarity and confidence, as different generations consider their future needs.

If you'd like to explore what this could look like for your own family, I'm always here for a conversation.