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.

Putting intergenerational theory into practice

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.

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Investing

Management

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.

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Putting intergenerational theory into practice

Putting intergenerational theory into practice