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Financial Planning

Help the next generation

Your finances are their future. Positive actions today will secure your financial stability and pave the way for your children's or grandchildren's success.

Help the next generation

Build strong foundations  for them

Make informed decisions about saving, investing, and managing your assets, and in turn create opportunities for your children's or grandchildren’s education and financial security.

A Titan Wealth Planner can help you establish funds for education, trust accounts and inheritance plans. Everything you need to ensure your hard-earned wealth benefits the next generation – and beyond.

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Hear from our Planners

George, one of our Planners, shares some of the areas he likes to talk through with clients, when helping them plan how best to help pass wealth to the next generation

Things to think about

Working with a financial planner can help you understand all your options and write up an estate plan that works for you and your beneficiaries. If you’d like to start planning for their future, today, get in touch to see how we can help you.

Make an enquiry

Open a Junior ISA

Pay into a child’s pension

Start inheritance Tax planning

Establish a regular gifting plan

Set up a trust

Consider an intergenerational mortgage

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Related insights:

Learn more with our news, insights, videos, webcasts.

Do Pensions Play a Part in Your Estate Plan? Here’s Why You May Need to Rethink Your Strategy

30/03/26

Do Pensions Play a Part in Your Estate Plan? Here’s Why You May Need to Rethink Your Strategy

From April 2027, pension assets are set to become liable for Inheritance Tax. Discover what’s changing and why it may be time to rethink your estate plan

Do Pensions Play a Part in Your Estate Plan? Here’s Why You May Need to Rethink Your Strategy

Lovely Ways You Could Save a Nest Egg for Your Children or Grandchildren

30/03/26

Lovely Ways You Could Save a Nest Egg for Your Children or Grandchildren

Want to give your children or grandchildren a long-lasting gift this Easter? Here are 3 nest egg ideas to start growing wealth for your littlest loved ones

Lovely Ways You Could Save a Nest Egg for Your Children or Grandchildren

3 Practical Tips to Protect Your Financial Wellbeing

30/03/26

3 Practical Tips to Protect Your Financial Wellbeing

In honour of Stress Awareness Month and World Health Day, read 3 practical tips you can use to help protect your financial wellbeing

3 Practical Tips to Protect Your Financial Wellbeing

Current Events in Iran and the Middle East

04/03/26

Current Events in Iran and the Middle East

We are writing to provide our thoughts on recent geopolitical developments, particularly the evolving situation in Iran and the Middle East.

Current Events in Iran and the Middle East

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If you want to start planning today, for tomorrow, get in touch to see how we can help.

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Change in circumstances

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United Kingdom

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This does not constitute an offer to sell or invitation to buy or invest in any funds mentioned herein it does not provide or offer financial investment, tax, legal, regulatory or other advice and recipients of this document must not rely on it as providing any form of advice. Recipients who may be considering making an investment should seek their own independent professional advice. None of the information contained on the website constitutes a recommendation that any particular investment strategy is suitable for any specific person. Further information, including a discussion of the risks of an investment, is set out in the relevant offering memorandum or prospectus, investors should seek independent financial advice before investing. This is published and provided for informational purposes only.

The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance. Any opinions expressed reflect our current judgment and are subject to change without notice.

Capital at risk. The investment solutions are provided by the following wholly owned subsidiaries of Titan Wealth Holdings Limited: Titan Wealth Planning Limited (‘TWP’), Titan Investment Solutions Limited (‘TIS’), Titan Asset Management Limited (‘TAM’), Square Mile Investment Services Limited (‘SMIS’), Titan Alternatives Limited (‘TA’), and Titan Private Wealth Limited (‘TPW’). The independent research and consulting services are provided by Square Mile Investment Consulting and Research Limited (‘SMICR’) which is also a wholly owned subsidiary of Titan Wealth Holdings Limited. TWP, TIS, TAM, SMIS, and TPW are authorised and regulated by the Financial Conduct Authority. TA is an Appointed Representative of Sturgeon Ventures LLP who is authorised and regulated by the Financial Conduct Authority. SMICR is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR.

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