Intergenerational Wealth

Know more about our Company

Intergenerational Wealth Management is not just about trying to pass on one’s wealth in the most tax efficient manner.  It is also about families working collaboratively  to meet the potential costs of parents requiring  Long Term Care at the same time as helping the younger generation with a leg up on the property ladder or to help with grandchildren’s school fees.

Putting in place the right structures now will also help safeguard the assets for future generations , to protect families from themselves or from unfortunate divorces or bankruptcies . Increasingly the younger generation are wanting their funds to work in a responsible and sustainable way to make the world a better place for future generations.

Irongate offers a range of solutions and educational programmes to meet the needs of both today’s and tomorrow’s families including;

  • Estate and Inheritance Tax Planning
  • Trusts and Investment Management
  • Investing for children and grandchildren
  • Getting on the Property Ladder
  • Family Healthcare and Insurance Planning

How families can use their collective wealth to support each other during their lifetimes.

— Spencer Holliday, Chartered Financial Planner

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than the amount invested.

Trusts are not regulated by the Financial Conduct Authority.

Private Clients

Investment Management

A Distinctive Proposition

Discretionary Portfolio Management

Sustainable Responsible Equity Fund

Other Services


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