Quilter

Sale of Quilter International due to complete by year-end

Could have benefited from IP16

He took on his role in November 2016

Since 2011 launch

Sixth quarter of growth

Purchased MKC Wealth

Class 3 NICs

There is a certain level of detail advisers and clients must get right in order to avoid some of the regular problems which can impact how an intergenerational wealth plan is put in place

Getting the right intergenerational wealth strategy in place can help you retain clients and grow your business – and sometimes you need to look to the youngest generations to add the most value.