Only 1 in 3 advisers develop relationship with next generation

Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.

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1 in 4 advised clients funding adult children

A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.

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9 in 10 advisers building cross-gen relationships

Almost nine in ten (87%) advisers have built a relationship with their clients’ children or grandchildren, according to a new report from Abrdn.

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Property wealth dominates Southern IHT bills

Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.

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