Welcome
Generation Estate Planning is unique in that we aim to provide personal wealth management through our in-house independent financial and legal advice service. As fee-based advisers, we would welcome the opportunity to review your circumstances and provide bespoke solutions for the future management of your assets.
We specialise in areas such as Inheritance Tax planning, pension and investment portfolio management as well as the use of wills and trusts to ensure that estates are passed to the next generation in the most flexible and tax efficient manner. We can also advise you on Power of Attorneys and Living Wills.
Rob Carroll and Caroline Cox have over twenty years experience in their respective fields and GEP is able to offer access to independent strategic partners including accountants, stockbrokers, offshore trustee services and mortgage brokers.
Please read our Privacy
Statement before completing any enquiry form or before sending an
email to us.
The Financial Services Authority does not regulate National Savings or some forms
of
mortgage, tax planning, offshore investments or school fees planning, or legal advice.
The information contained within this site is subject to the UK regulatory regime
and is therefore targeted primarily at consumers based in the UK.
Generation Estate Planning Limited
is an appointed representative of Heritage Financial Services which
is authorised and regulated by the Financial Services Authority
(www.fsa.gov.uk/register).
FSA Registration No: 185508
Generation Estate Planning Limited
Registered Address:
Highland House
Mayflower Close
Chandlers Ford
Eastleigh
SO53 4AR
Registered in England, No. 5190125
Neither
Generation Estate Planning Limited
nor
its representatives can be held responsible for the accuracy of the contents/information
contained within the linked site(s) accessible from this page.