It is estimated some £5.5 trillion will pass between generations in the UK over the next 30 years and, writes Kirsty Mitchell, to ensure these assets are secured, elderly clients need to start talking about their wealth
Do you encourage your elderly clients to talk to their family about their wealth? It is a simple enough notion but it is more important than it may first appear. Many clients can put off this conversation...
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Good News Bulletin
An estimated £2.75bn
Outflows from UK equity funds gathered pace in August, with £2.6bn of assets being pulled from the market area over the course of the month, according to Morningstar’s latest fund flows report.
Why writing to MPs won't fix the FSCS levy - but writing to the Treasury Select Committee just might
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