Intergenerational Wealth CPD course  

Guide to intergenerational wealth tools

Guide to intergenerational wealth tools
 Credit: David Jakab via Pexels

Introduction

As the conversation around intergenerational wealth transfers evolves, there are now many emerging factors to consider.

Amid the rising popularity of people looking to use equity in their property, it could potentially be used as a tool to pass wealth down the generations, but are there issues to be wary of?

Additionally, soft skills have become an increasingly important aspect of financial advice, and as the nation looks ahead of the pandemic, IFAs are considering what this means for their soft skills approach.

This guide will also discuss how advisers can incorporate responsible investments into recommendations; how tax relief tinkering can harm younger savers; whether equity release can be used as an effective tool in intergenerational wealth transfers; and how Covid-19 has made soft skills essential in intergenerational planning. 

It is worth 60 minutes of CPD.

In this guide