With the value of inheritance set to double over the next 20 years, advisers who may have worked their whole career to build up their client bank and their client’s wealth will also need to focus on building and strengthening relationships with those who are in line to inherit from their client.

Advisers need to be able to demonstrate value not just to their client but also to their client’s inheritors, who are more than likely to be their children and millennials.

Additionally, another group of people that advisers need to improve their engagement with is women.

Women are more likely to outlive men, but they are also more likely to look to their family for financial advice than an adviser.

This guide will explore how advisers can attract more women, capture the attention of younger clients and build relationships with those who are likely to inherit from their client.

This guide is worth 60 minutes of CPD.