Episode 23 – Involving your financial planner when transferring wealth

In this episode of In the know

Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.

This discussion is the last of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episodes 19 and 21 first.

0:00 / 0:00
Episode 23 – Involving your financial planner when transferring wealth

Want to hear more?

To listen to other episodes of in the know, visit our podcast page.

Follow us

What our clients say

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Contact us

To find out how we can help you, please get in touch today by completing our short contact form.

We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.