69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
Intergenerational wealth
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Money talks: Keeping it in the family
Morningstar Wealth’s Ben Lester encourages greater communication when it comes to intergenerational financial planning
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning