With trillions of pounds set to transfer to spouses and inheritors during the next 30 years it is more important than ever for advisers to build lasting relationships with families, not just individual clients, delegates heard at PA's Working Lunch event.
Speaking at PA's Are spouses key to the profitability and longevity of your business? event, which you can rewatch in the embedded YouTube video below, attendees heard £5.5trn is set to shift from one...
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