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.