Advisers on their role in intergenerational wealth transfers

Planning for intergenerational wealth transfers requires both advisers and clients to think ahead.

By the time a client becomes elderly or passes on, it can be too late for an adviser to engage with those who will inherit their wealth as they are more likely to have found their own adviser, says Martin Brown, managing partner at Continuum.

“Our advisers regularly check in with their clients for family updates, and we have developed an interactive online family tree to help with these discussions. Any big change for a spouse or children can also mean that it would be appropriate to suggest making changes to the client’s financial plan. It is important not to get tunnel vision.”

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