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.

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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. 

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Digital estate planning service for Planners launches

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

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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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