Kings Court Trust

Why Financial Advisers should speak to clients about intergenerational wealth transfer

In January 2022, HM Revenue & Customs collected £5 billion in Inheritance Tax, which is up by £700 million from the same period a year earlier. This rise poses a number of risks and difficulties for Financial Advisers, but also offers many opportunities.

Kings Court Trust’s latest blog on intergenerational wealth transfer covers:

  • Interesting statistics that demonstrate the increase in transfers
  • Potential risks and benefits of these increasing numbers
  • How and why you should discuss wealth transfer with clients
  • How estate administration can aid these conversations

Click here to read the full blog.

Kings Court Trust is an award-winning estate administration provider who takes care of the practicalities after death. If you have any questions about estate administration or how you can work in partnership with Kings Court Trust, call them on 0333 207 5470 or email partners@kctrust.co.uk.

This article was submitted to be published by Kings Court Trust as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Want to have your say? Leave a comment

Your email address will not be published. Required fields are marked *

Read more stories

Join over 6,000 wills and probate practitioners – Check back daily for all the latest news, views, insights and best practice and sign up to our e-newsletter to receive our weekly round up every Friday morning. 

You’ll receive the latest updates, analysis, and best practice straight to your inbox.

Features

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.