Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation and the accumulation of wealth, advisers have been providing a holistic financial advice service to entire families, ensuring that wealth is protected and opportunities for growth are optimised from one generation to the next.
Research that enables you to have more informed intergenerational planning conversations
In this article Vince Smith-Hughes outlines five simple ways to start a conversation with your clients as to why they should engage with the next generation.
Here you’ll find client case studies, details of life events that open up new conversations and insight on the differing financial needs of clients.
We pride ourselves in a range of products designed to meet complex multi-generational demands, helpfully grouped here by client needs.
Read our range of case studies to help put your client’s scenarios into context
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