Next-generation planning

Start a conversation about family and future assets.

Use this form if you would like to discuss passing investments to the next generation, reviewing existing arrangements or making a referral for a family member.

Your information is sent securely to MoneyScience. This form starts a conversation; it is not a recommendation or personal financial advice.

01 Your details

Tell us who we should contact.

We only need enough information to understand the conversation you would like to have and arrange a suitable first contact.

Name (required)Email (required)Phone numberRelationship to the person or family involved

02 What brings you here?

Help us understand the reason for your enquiry.

Which best describes your enquiry? (required) I am considering my own family and succession arrangements I am helping a family member consider their arrangements I am making a referral to MoneyScience

What would you like to discuss? (select at least one) Passing investments to the next generation Inheritance and gifting questions Reviewing existing investments Working with other professional advisers Making a referral for a family member

Please tell us a little about the situation and what you would like to understand. (required)

03 Next contact

Tell us how you would prefer to hear from us.

Preferred contact method (required) Email Phone Either is fine

I have read the privacy notice and agree that MoneyScience may use these details to respond to this enquiry.

MoneyScience Investment Consultancy · Highfield House, 223 Liverpool Road, Neston, Cheshire, CH64 7TWReturn to succession planning

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