• Citywire: Keep it in the family

  • By: Citywire
  • Podcast

Citywire: Keep it in the family

By: Citywire
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  • Summary

  • Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
    © 2024 Citywire
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Episodes
  • Putting intergenerational theory into practice

    Putting intergenerational theory into practice
    Apr 20 2023

    In the third and final episode in the series, ‘Keep it in the Family’, Nik Broumley and Paul Young address the repercussions of not addressing inheritance tax early on.

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    19 mins
  • Making sure the whole family prospers

    Making sure the whole family prospers
    Mar 15 2023

    Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the intricacies of gifting.

    This episode delves into intergenerational wealth transfer and how to ring-fence clients’ inheritance worries.
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    19 mins
  • Turning one client into many

    Turning one client into many
    Mar 15 2023

    The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses?

    This episode explores what business risks an advice firm faces and what the opportunities are going forward.
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    20 mins
Management Economics Personal Finance
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