Family wealth 'at risk' for next generation - SJP
- Thursday, 07 October 2021
- Articles
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.
Read more...Digital estate planning service for Planners launches
- Tuesday, 05 October 2021
- Articles
A new cloud-based platform to help advisers with estate planning has been launched this morning.
Read more...Why Planners should include 'family' IHT reviews
- Tuesday, 28 September 2021
- Articles
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.
Read more...Planners need to engage better with younger clients - Progeny
- Thursday, 30 September 2021
- Articles
Financial Planners need to work together in order to engage the next generation of clients as soon-to-be inheritors, according to expanding Financial Planning firm Progeny.
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