Trusts & Legacy
Multigenerational legacy planning
Considering three generations rather than one transfer.
Families with property, business interests and investments often want a plan that survives more than one death — provision for a spouse, then children, then grandchildren, without the structure collapsing at the first transfer.
That requires wills, ownership of the underlying assets, trusts, protection and often business arrangements to be considered as one picture rather than in sequence.
Things worth considering
- Assumptions about future tax rules should be treated cautiously
- Family communication is as important as the documents
- Plans need periodic review, not a single sign-off
Enquire about multigenerational legacy planning
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
- One dedicated point of contact
- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.