What skills do advisers need to manage the great wealth transfer?

Clients want to transfer part of their wealth earlier to help the next generation instead of inheriting on death but they also need to keep an eye on their future.

They want to remain in control of wealth to help them in the event that they need to pay for long-term care needs.

With the global shift online, the move to virtual meetings presents its own challenges particularly when multiple people are present.

In this report we examine the skills advisers need when helping clients manage how they transfer wealth. It is worth and indicative 30 minutes' CPD.