The people you are planning for
Start with the family priorities and future arrangements you want to discuss.
All financial advice services
Succession planning · Neston
Succession planning for your assets and family arrangements.
Planning for family and future assets can involve practical financial questions as well as personal priorities. An initial consultation gives you space to explain your situation and understand the planning services that may be relevant.
Arrange a complimentary consultation01 Local context
Discuss your arrangements for family and future assets.
From our Neston office, MoneyScience works with clients across Wirral, Cheshire and Merseyside who want to consider the financial-planning questions connected with future assets and family priorities.
Future planning
01Family priorities
02Existing arrangements
03Professional support
02 Next-generation planning
Make space for the conversation about what comes next.
Passing investments or an inheritance to the next generation can raise questions for the whole family. We can help you set out the financial questions, review existing arrangements and decide what should be discussed with your other professional advisers.
If you are thinking about your children, grandchildren or another family member’s investments, use the form to tell us a little about the situation.
Discuss next-generation planning03 What to consider
The arrangements to consider.
Every client’s circumstances are different. The initial conversation is intended to help clarify your situation, your general objectives and whether our services can help you achieve your goals.
Your wider financial picture
Discuss the assets and financial arrangements that form part of the questions you want to explore.
The professional support required
Understand where regulated financial advice may help and where separate legal or tax advice may also be needed.
First conversation
04 How it works
Discuss the people and arrangements that matter to you.
- 01Set out the questions you have about family, future assets or existing arrangements.
- 02Talk through the financial-planning context and the information you have available.
- 03We explain the relevant advice services and the next steps, so you can decide whether to proceed.
Speak with our Neston team about an initial succession-planning consultation.
Request a consultation05 Questions families often ask
Start with the questions that are on your mind.
These are general points for discussion. The right approach depends on your family, finances and the professional advice you need.
When should we start talking about inheritance?
There is no single right time. Starting earlier can give family members and professional advisers more time to understand the objectives, review existing investments and consider what needs to happen next.
Can you help us discuss investments with the next generation?
Yes. We can discuss the investments already in place, the intended recipients and the questions the family needs to answer. Any personal recommendation would depend on a full assessment of the relevant circumstances.
Do you provide tax or legal advice about inheritance?
MoneyScience provides financial advice, not legal or tax advice. Where appropriate, we can work alongside your solicitor or tax adviser so the financial planning fits with the wider arrangements.
Can other family members join the conversation?
Yes, where you want them involved and the necessary permission is in place. We can agree who should attend and what information can be discussed before the meeting.
Important planning information
Succession planning can involve legal and tax considerations. Where appropriate, you may need to obtain separate legal or tax advice. Tax rules can change and their effect depends on your individual circumstances.