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Perhaps it’s helping parents with expensive long-term care costs. Or helping children get on the property ladder or funding your grandchildren’s education. There are all sorts of reasons why you might want to transfer some of your wealth during your lifetime – and Franklyn’s here to help.

Whenever you share your wealth, even amongst your own family, there are implications to take into account. You’ll need to make sure your overall family wealth can also last through your own, possibly extended, retirement of course. And depending on your circumstances, there may also be tax issues to work around.

Which means your best course of action initially is to sit down face-to-face with a member of the Franklyn team to discuss your options.

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Franklyn Financial Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.

Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.

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