Citywire Citywire: Keep it in the family

Citywire: Keep it in the family

Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise?

We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
Occasionally English South Africa Investing · Management
3 Episodes

Putting intergenerational theory into practice

In the third and final episode in the series, ‘Keep it in the Family’, Nik Broumley and Paul Young address the repercussions of not addressing inheritance tax early on. 
20 Apr 2023 19 min

Making sure the whole family prospers

Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the…
15 Mar 2023 18 min

Turning one client into many

The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses?    This episode explores what business risks an advice firm…
15 Mar 2023 20 min