The Joneses Keeping it in the family
Pensions can help clients with their family financial planning and intergenerational planning goals. Read our case studies and watch our webinars to find out how members of the Jones family use pensions to achieve financial plans across the generations.
We cover a wide range of pension technical topics, including:
- Group property purchases and ownership
- Structuring expressions of wishes
- Succession planning for commercial properties
- Third party contributions
- Disqualifying pension credits
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Read our intergenerational planning case studies
Watch latest our webinar to Meet and Catch up with the Joneses
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Jones family tree