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The Family Tree – Intergenerational planning

Over the last 10 to 15 years, we’ve seen a period of asset generation; from strong investment performance, growing property portfolios to first time buyers utilising help to buy schemes.

As we now enter a period of asset preservation, how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?

CPD learning outcomes – 60 minutes
  • Have a better understanding of the intergenerational wealth planning opportunity.
  • Be more confident explaining the role protection advice will play in helping your intergenerational planning with clients.
  • Be able to describe some of the main protection planning opportunities available to clients at different life stages.
  • Understand how pension contributions can help save IHT and income tax as well as boost retirement savings for the younger generations.

Find out more.

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