'Operate differently' with intergenerational wealth - Gillian Hepburn

Pointing to research conducted by Sanlam last year, for example, Hepburn (pictured) says that, within the next 30 years, the country will see a huge transfer of intergenerational wealth, with trillions of pounds worth of assets set to be passed down through the generations. Despite fewer than one in 10 (9%) of families having had a conversation about their assets, Hepburn explains, most people do want to be reassured that, when their money passes on, there is some kind of advice involved in the process. This therefore represents a big opportunity for advisers to retain clients and the...