Vince Smith-Hughes: Five reasons for advisers to play the generation game

Cuddly toy!

clock • 6 min read

Vince Smith-Hughes sets out five simple ways an adviser can start a conversation with their clients as to why they should jointly engage with the next generation...

Intergenerational planning is a hot topic for many advisory firms, which is hardly surprising given people are, in general, living for longer and require financial advice much later into their lives. This brings with it a whole host of new challenges and opportunities as age and health-related conditions increasingly need to be planned for and, more and more people's estates are set to breach the IHT threshold. As well as making sure their client's family wealth is cascaded in accordance with their wishes and in as tax-efficient a way as possible, for advisers being involved in the fi...

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