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Inter-generational Investing

Assisting with the deployment of capital to achieve Safe Harbour Inter-Generational Investing (SHIGI) aims, preferably alongside your existing tax and legal advisers

Having gone to great efforts to create wealth, the preservation of this capital inter-generationally, whilst still providing satisfactory income levels and mitigating against inflation, is an increasing challenge.

​In addition to inheritance tax planning, the potential implications of land value taxes and other capital-based wealth taxes, now need consideration within nearly all jurisdictions.

​Furthermore, the growing importance of land to governments and political policies across the world adds further complexity. Traditional opaque ownerships structures may not work in the longer term and key land and real estate assets can no longer be used solely as a warehouse for capital. 

​We can assist with the deployment of capital to achieve SHIGI aims, preferably alongside your existing tax and legal advisers, or through our appointed firms with specialisms in this area (if you prefer).