Recorded on 28 November, this webinar highlights the importance of intergenerational planning and the opportunities this can create for financial advisers.
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.[i]
Discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.
This webinar covers:
Please note, this webinar is for Financial Advisers and paraplanners only.
[i] Kings Court Trust 2017