Estate planning through the generations

Presented by

Nick Bird, Business Development Manager, Octopus Investments

About this talk

The current crisis has focused clients’ on succession planning, shown in by a 75% increase in Will writing. It has also accelerating the trend to look for opportunities to transfer wealth through generations within a family. We will reference research that gauged views from clients, financial advisers as well as lawyers – highlighting some common misconceptions and how righting those can open-up client conversations and new client engagement. We will share examples of best practice we have seen with advisers engage with families both up and down generations to help give them peace of mind for their financial future. As the art of financial planning is the discussion, blend and agreement on solutions available to aim for a given goal – we will refresh on the options available with a deeper look at business property relief (BPR). Learning Outcomes - To understand and articulate the opportunities and risks that the intergenerational transition of wealth will raise over the next decade - Familiarise you with strategies to engage with families up and down generations - Deepen understanding of business property relief as a pillar for that broader strategy - Spot indicators that may trigger conversations on both succession planning and where business property relief may make a difference for your client.

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