Intergenerational planning

Advanced
Financial planning
Self certified
Video
Date:

Wednesday 26th January 2022

Location:

Online

Duration

58 MINS

A large number of clients have an objective to pass their wealth on to the next generation or generations. We explore the issues paraplanners should be thinking of when creating a suitable strategy.

Learning objectives

During the session we covered…

  • Gifting during life vs gifts made after death
  • Access and control
  • Using the right tax wrappers
  • Trusts Investment strategies

Speakers

1
Brian Radbone
Transact

Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.

Event resources

Useful links

We ran out of time to answer all your questions at the event but Brian Radbone has answered them in a blog post. Just follow the link below.

Share Event