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 CPD accredited webinar on Tuesday 28 January to highlight the importance of intergenerational wealth planning.

The webinar will use planning scenarios to explore the opportunities intergenerational planning can create for financial advisers.

Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.


The webinar will cover:

  • The benefits of taking an intergenerational approach to financial planning
  • The intergenerational advantages of Business Relief
  • Intergenerational planning ideas illustrated through case studies
  • Considerations when reviewing and selecting Business Relief services


Please note, this webinar is for Financial Advisers and paraplanners only.


[i] Kings Court Trust 2017

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