Advisers are probably familiar with the idea of using a family tree as part of the factfind but, writes Nick Bird, this can be also be the start of a very fruitful discussion on financial planning across the generations
In May and June my colleagues and I travelled the country meeting hundreds of advisers to discuss intergenerational planning. The feedback we received tells us this is something that strikes a real chord...
'Document your conversations'
Achievements, charity work and other happy snippets
'A win for advisers'
Unconstrained multi-asset fund managed by Talib Sheikh
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