Important Client Announcement

Dear Valued Clients,

It is with deep regret that we have to announce the closure of Generational Wealth. Due to insurmountable economic pressure following the failure of a key corporate relationship that underpinned our operations, we have been forced to cease all business activities.

We understand the significant concerns many of our clients have regarding the estate planning services they entrusted us to complete and the documents that we held for them. We also deeply regret that some clients who have attempted to contact us in recent months have been unable to reach us. We can only offer our sincerest and heartfelt apologies for the distress caused by our inability to resource a customer services department and respond to every client enquiry in a timely manner.

However, we would like to reassure all clients that despite the challenges and limited resources we have been diligently working to fulfil all outstanding client matters and have remained committed to ensuring that prior to our closure, provisions have been made to make sure every client will receive the documents and services they instructed us to complete. We believe that we have now achieved this but, in no way does it diminish the personal remorse we feel for any distress and concern caused for which we are truly and profoundly sorry.

What will happen next.

If you are a Generational Wealth client, we have produced a personal schedule detailing the status of your individual estate planning which will be sent to you on or before the 28th May 2024, using the contact information that we hold on file. This schedule will also provide details on where any documents, not already in your possession, are stored and what to do if you want to organise their return. This will depend on how you were introduced to Generational Wealth and for a more immediate update please use the link that best describes how you were introduced to Generational Wealth in the General Information section below.

If you are a client and you do not receive your individual schedule by the 28th May, it maybe that we do not have verified contact information for you on file. Please come back to this website after the 28th and use this link to request your personalised schedule.

Request Estate Planning Schedule

Why We Have Had to Close

We believe it is important to share with our clients the reasons behind our closure. Many of you have forged strong relationships with our dedicated and professional staff who, back in December 2023, sadly lost their jobs through no fault of their own despite their unwavering commitment to providing a first-rate service. We owe it to them, and to you, to explain the circumstances that led to this difficult decision.

Generational Wealth was an owner run boutique estate planning firm that invested heavily in its team and developing cutting-edge technology, with the goal of revolutionising the estate planning process for our clients. Our advancements and commitment to excellence attracted significant interest from several large corporations and household names, including industry peers who sought to partner with us and utilise the digital assets we had created.

Unfortunately, our overreliance on one of these key relationships proved to be a major factor in our downfall. The failure of this crucial partnership created insurmountable economic pressure, which ultimately led to the company's demise. Despite our best efforts to navigate these challenges, the financial impact was too great to overcome.

We understand that many clients may want more detailed information about the factors that led to our closure. We intend to provide a comprehensive explanation once all client matters have been resolved. If you wish to receive more details in the future, please register using the link below.

Register for More Details

We appreciate your understanding and patience during this challenging time.

General Information

If you are a client, please use one of the links below that best describes how you were introduced to Generational Wealth.

  • If we provided services to you because you were introduced by Countrywide Mortgage Services, please click here.
  • If we provided services to you because you were an existing client of Redstone Wills please click here.
    • This may also incorporate any of the brands listed below that are owned and operated by Redstone Wills.
    • Allguard Legal Services
    • In Home Legal Services
    • Just Wills
    • National Legal Services
    • Chancery Law
    • Heritage
    • Legal Services UK
    • UTC
    • Willcraft
    • Willmaster
    • If you aren’t sure if you were a client of Redstone Wills but were at one point a client of one of the brands listed below, you should use the Redstone Wills link above as they, like the brands listed below, are part of the Connels Group of companies which is ultimately owned by the Skipton Building Society. If you became a client of Generational Wealth but had previously made a Will as a result of your dealings with any of these brands, it is likely that you were introduced to us by Redstone Wills.

    • Connells Estate Agents
    • Sequence Estate Agents
    • Conveyancing Direct
    • Skipton Building Society
  • If we provided services to you because you were an existing client of Trust Inheritance Ltd, please click here.
  • If you instructed us directly and were not introduced to us by any of the organisations listed above, please click here.

For Clients introduced by Countrywide Mortgage Services:

The introducer relationship that Countrywide Mortgage Services had with Generational Wealth was facilitated by Redstone Wills Ltd. Like Countrywide Mortgage Services, Redstone Wills Ltd are a subsidiary of the Connells Estate Agency group who in turn are owned by the Skipton Building Society. Please refer to the information in the Redstone Wills section below for an update as your file will have now been passed to them.

For Clients who were an existing client of Redstone Wills Ltd or who were introduced by them or one of their associated brands:

Redstone Wills Ltd own and operate a number of different brands and are a subsidiary of the Connells Estate Agency group who in turn are owned by the Skipton Building Society.

If you were a client of Redstone Wills, and Generational Wealth have not already returned your Estate Planning file to you directly, your file has been passed to Redstone Wills. In virtually all cases all of the documents that you instructed Generational Wealth to produce for you will have been completed and will be on the file. If you pay Redstone Wills for document storage they will retain and store your file or return it to you if you do not have storage services.

In some cases, depending on what you instructed Generational Wealth to do, there may be administrative work that is still ongoing, such as registering lasting powers of attorney with the Office of The Public Guardian (OPG) or property registrations with HM Land Registry if your planning included a Trust. This will be detailed in the personalised schedule that will be sent to you and included in the hand over to Redstone Wills. In most cases, it will simply be a case of waiting for notification of completion from the relevant government body.

As mentioned above, you should receive your personal estate planning schedule no later than the 28th May 2024 which will provide full details of the status and location of your estate planning.

If you need to contact Redstone Wills the details are:

Redstone Wills Ltd

E: [email protected]

T: 0808 281 1545

T: Bereavement enquiries 0800 840 1665

Windmill Road
St. Leonards on Sea
TN38 9BY

For Clients who were an existing client of Trust Inheritance:

Trust Inheritance are in an exceptional estate planning company and we were honoured to work with them supporting their clients. Over recent months Trust Inheritance have been extremely supportive to us whilst we navigated an extremely challenging time running up to the closure of Generational Wealth.

If you were a client of Trust Inheritance, and Generational Wealth have not already returned your Estate Planning file to you directly, your file has been passed to them. In virtually all cases all of the documents that you instructed Generational Wealth to produce for you will have been completed and will be on the file. If you receive document storage services from Trust Inheritance they will retain and store your file in their secure facility.

In some cases, depending on what you instructed Generational Wealth to do, there may be administrative work that is still ongoing, such as registering lasting powers of attorney with the Office of The Public Guardian (OPG) or property registrations with HM Land Registry if your planning included a Trust. This will have been detailed and handed over to Trust Inheritance to oversee its completion. In most cases, it will simply be a case of waiting for notification of completion from the relevant government body.

As mentioned above, you should receive your personal estate planning schedule no later than the 28th May 2024 which will provide full details of the status and location of your estate planning.

If you need to contact Trust Inheritance the details are:

Trust Inheritance Ltd

E: [email protected]

T: Estate Planning enquiries 01934 422 991

T: Bereavement enquiries 0800 840 1665

Crown House
1 Stafford Place
Weston–super–Mare
North Somerset
BS23 2QZ

For Clients who came directly to Generational Wealth and were not introduced by any of the organisations listed above:

We have attempted to communicate with all clients for whom we stored their estate planning documents, or who have ongoing matters. The majority of clients have made contact and have had their estate planning completed and their documents returned to them.

If Generational Wealth have not already returned your Estate Planning file to you directly, in virtually all cases all of the documents that you instructed Generational Wealth to produce will have been completed and will be on file.

In some cases, depending on what you instructed Generational Wealth to do, there may be administrative work that is still ongoing, such as registering lasting powers of attorney with the Office of The Public Guardian (OPG) or property registrations with HM Land Registry if your planning included a Trust. This will have been processed and in most cases, it will simply be a case of waiting for notification of completion from the relevant government body.

As mentioned above, you should receive your personal estate planning schedule no later than the 28th May 2024 which will provide full details of the status and location of your estate planning.

If you have not received your estate planning documents, please use the link below to request the return of your documents.

Locate my documents.

If you require additional estate planning assistance, we recommend that you contact one of the following companies below for an excellent, friendly, and expert service.

Together We Plan Ltd

E: [email protected]

Trust Inheritance

E: [email protected]

T: 01934 422 991

W: trustinheritance.com