Holistic care advice: Developing a strategy to retain/attract female clients

Today's wealth is held disproportionately by older generations, driven by shifting demographics and substantial asset appreciation, including vast property wealth. As a result, it has been estimated that £7trn will transfer from the Silent and Baby Boomer Generations in the UK over the next 30 years. Whilst much has been said about this intergenerational wealth transfer and the inheritance tax (IHT) tax planning opportunities that arise, the reality is that for a majority the initial path of an inheritance is commonly intragenerational, often from a male to a female partner. How big a...