Only 1 in 3 advisers develop relationship with next generation
- Wednesday, 09 August 2023
- Articles
Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.
Read more...1 in 4 advised clients funding adult children
- Thursday, 11 May 2023
- Articles
A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.
Read more...9 in 10 advisers building cross-gen relationships
- Friday, 17 February 2023
- Articles
Almost nine in ten (87%) advisers have built a relationship with their clients’ children or grandchildren, according to a new report from Abrdn.
Read more...Property wealth dominates Southern IHT bills
- Monday, 09 January 2023
- Articles
Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.
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