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Millennials speak with a financial professional more than any other generation, the Personal Investment Management and Financial Advice Association (PIMFA) has found.
Nearly all (96% of advisers say that taking a intergenerational approach is important or highly so, HSBC Life has found.
Advisers are at risk of losing potential clients and business despite believing that taking an intergenerational approach is important, according to HSBC Life research.
Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation...
What is Intergenerational Planning? Inter-generational planning involves taking steps to ensure a smooth transfer of your wealth down the generations in line with your wishes. This often looks at considerations such as tax efficiency, timing, maintaining your own quality of living.