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...
'Next stage of development'
‘Event-based’ learning less effective
Deal for financial planning and investment assets
Fixed income 'surprise winner'
Poor practice highlighted