Creating an effective Intergenerational Wealth transfer strategy

An intergenerational wealth transfer strategy is something that advisers cannot afford to ignore, both from a business perspective and a financial planning perspective. 

In this podcast, Money Marketing feature writer Amanda Newman Smith asked Quilter’s retirement expert Ian Browne for his thoughts on the importance of family financial planning and some of the issues that advisers might want to consider when trying to appeal to different generations.

This is the second episode of our podcast series on intergenerational wealth in association with Quilter.