It might sound a mouthful, but Intergenerational Wealth Management is simply about how families can use their wealth to support each other throughout their lifetimes.

Traditionally, wealth has been inherited or passed on after death. However, increased life expectancy and social change now challenge that tradition.

Intergenerational Wealth Management

Today, you can choose from a wide variety of different wealth management solutions that allow you and your family to support each other during your lifetimes, not just after.

Not only that, but many of these solutions are simple, many of them are effective and tax-efficient, and all of them are completely legal.

Although you may not need advice, many young people today are living through very volatile financial times. From funding their education through getting on the property ladder to the best way to save for later life, they face confusing and often difficult choices.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.  

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

+44 (0) 1803 659 659
2 Old Bank Chambers Fore Street, Torquay, TQ1 4PR