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Citywire: Keep it in the familyHaveyoudevelopedatrustingrelationshipwithasinglememberofafamily,orhaveyoubeenabletogrowyourrelationshipssothatthewholefamilyisabletobenefitfromyourexpertise? WesatdownwithQuilterandseveraladviserstodiscusstheinsandoutsof... Author: Citywire
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. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Putting intergenerational theory into practice
Thursday, 20 April, 2023
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.
