Estate planning solutions providing certainty and peace of mind

A lively gathering is taking place outdoors under a leafy tree, creating a cheerful atmosphere. In the foreground, a long table is set with a variety of dishes and drinks, suggesting a feast. A well-dressed older man stands and raises a glass, possibly making a toast, while a young girl seated nearby looks up at him with a smile. Surrounding them are several adults engaged in conversation and laughter, each holding their own drinks, enhancing the sense of camaraderie. The scene is decorated with colourful decorations hanging from the tree, adding to the festive mood, and the dappled sunlight filters through the leaves, casting a warm glow on the gathering.
Tax effectively transfer wealth between generations
Discover tax effective solutions for intergenerational wealth transfer with the flexibility to structure your investment as part of, or outside your will and legal estate. Gain greater control over how your wealth is passed on to the right people at the right time. Find out more about how Generation Life can give you peace of mind over how your wealth is transferred, in the articles below.
22 October 2020 • 17 mins
The image features three individuals walking together in a natural outdoor setting, likely during autumn, as indicated by the changing foliage in the background. The two older individuals, presumably a grandfather and a father, are dressed in warm, knitted sweaters, while the younger child, who appears to be around six or seven years old, is wearing a jacket with a hood. They are holding hands, creating a sense of familial connection and companionship. The scene is softened by a blue filter, lending a tranquil and nostalgic atmosphere to this moment of togetherness. The path they are walking on is surrounded by blurred trees, enhancing the feeling of being enveloped in nature.
estate planning
Passing on wealth: investment bonds for estate planning

Effective estate planning results in the right assets going to the right people at the right time...

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31 August 2022 • 19 mins
Biggest wealth transfer in history
estate planning
After years of saving, it’s time to think about retirement planning and leaving a legacy

Did you know: Surge in the retiree population is caused by the great baby boom of the 1950s

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07 September 2022 • 19 mins
A seaside setting at dusk showcases a gathering around a table laden with various dishes. In the foreground, a young boy points at something while standing between two women, one of whom is his mother. They appear engaged in conversation, illustrating a warm familial atmosphere. The background features palm trees and the gentle waves of the ocean, hinting at a tranquil, picturesque location. The soft lighting enhances the relaxed mood of the scene, as the group enjoys each other's company amidst the fading daylight. A lantern and bowls of food add to the inviting ambiance, suggesting a delightful meal shared amongst friends and family.
estate planning
Top 3 things to consider when it comes to estate planning

Estate planning is the process of structuring your financial and personal affairs so that your...

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16 August 2023 • 27 mins
estate planning unlocking the power of investment bonds
estate planning
Estate planning: unlocking the power of investment bonds

As a nation we’re on the cusp of the largest transfer of wealth we have ever seen.

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16 February 2024 • 7 mins
The important role of financial advice
estate planning
The important role of financial advice

Your financial adviser will help you build a strategy for building, protecting, leaving your legacy.

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