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Intergenerational Planning – Cascading Wealth

Advancing intergenerational planning opportunities

About the webinar

CPD 45mins

In this CPD qualifying webinar, Jeremy Martin (Pension, Estate & Tax Planning ) and Matt Ward (Communications Director, AKG) discuss:

  • The insights from the latest AKG briefing Advancing Intergenerational Planning Opportunities
  • The nature, scope and potential of the opportunity for financial advice and planning services
  • The potential barriers to engagement, development and the associated issues raised
  • The process, skills and approaches required for success
  • The order of gifting and ensuring it’s part of the financial strategy

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk 

Watch the webinar