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Menu
  • About
    • About us
    • Meet the team
    • How we work
    • Part of the Futura Group
  • What we do
    • Building your wealth
    • Business services
    • Cash management service
    • Giving your child the best education
    • Intergenerational planning
    • Later-life lending
    • Leaving behind a lasting legacy
    • Long term care
    • Moving up the property ladder
    • Planning for a fulfilling retirement
    • Protecting your family
    • Wills and probate
  • Resources
    • Insights
    • Guides
  • Contact

Category: Inheritance Tax

How are you preparing for generational wealth transfer?

It’s Global Intergenerational Week (24-30 April) – an annual campaign that promotes and celebrates intergenerational connection.  

Are your family ready for the largest intergenerational transfer in history?

Largest wealth transfer in history: how planning can protect your family’s future

Meet the team

Behind every piece of advice we give is a dedicated team committed to putting people first. At Whitefriars Financial Services, our individuals combine experience, care and a personal approach to support every client relationship. Get to know the people who make it all happen.

Meet the team

Whitefriars Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Number 222458. Registered in England and Wales. Company House Number 04349912. Registered Address: Morgan Reach House, 136 Hagley Road, Birmingham, B16 9NX.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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