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How Covid-19 has changed intergenerational planning

How Covid-19 has changed intergenerational planning

The coronavirus pandemic left few aspects of life during 2020 unchanged, and intergenerational planning is no different.

Even before this, the growth of intergenerational wealth transfers was posing questions for financial planners with predictions that by 2027 intergenerational wealth transfers will nearly double from £69bn to £115bn.

All of this against the backdrop of families becoming increasingly more complex, intergenerational shifts in the perception of money and the role of advisers.

For a start, traditional face-to-face meetings can no longer take place therefore how can advisers guide their clients through this turbulent period through purely digital means.

How can financial advisers prepare for the different demands each generation will have?  How has the pandemic changed intergenerational planning and attitudes towards wealth?

Join us at this one-hour webinar, in association with Charles Stanley, as our experts tackle these pressing questions and leave you with actionable insight, setting the pace for 2021.


John Porteous, group head of distribution at Charles Stanley

Elaine Cruickshank, tax and trusts manager at Aegon

Brett Davidson, founder of FP Advance

Damian Fantato, digital editor at FTAdviser


Tuesday, January 26 at 10.30am

To find out more and to register, click HERE