Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.[i]
We are hosting a series of seminars highlighting the importance of intergenerational planning and the opportunities this can create for you.
Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.
Our seminars will equip you with knowledge and skills to help you provide effective intergenerational financial planning advice.
You will be taken through a series of case studies that demonstrate efficient wealth transfer opportunities during both lifetime and upon death.
You will gain an appreciation of the solutions available to help preserve your clients’ wealth and facilitate engagement with the different generations within a family
This will include:
This event will qualify for 2 hours structured CPD.
Please note, these events are for Financial Advisers and paraplanners only.
We will be running these events this autumn throughout the UK. Please register below for your local event:
If you can’t find an event near you or would like any further information, please contact email@example.com or call 020 7391 4747.
If you do not already have a financial adviser, you may wish to visit unbiased.co.uk to find an adviser in your local area.
[i] Kings Court Trust 2017