Planners say demand for inter-generational advice is booming

Nearly 9 in 10 Financial Planners expect demand for inter-generational advice to grow over the next 5 years, according to new research.


Family wealth 'at risk' for next generation - SJP

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 


Digital estate planning service for Planners launches

A new cloud-based platform to help advisers with estate planning has been launched this morning.


Why Planners should include 'family' IHT reviews

Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.

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