Free webinar: Intergenerational wealth transfers: The opportunity often overlooked by Advisers

As trillions of pounds are expected to pass between generations over the coming years, Financial Advisers face both significant opportunities and potential risks when clients die.

On Wednesday 24^th June 2026 at 1pm, join Kings Court Trust’s Legal Services Director, Charlotte Toogood, and Technical Manager, Nigel Merchant, for a practical and insightful webinar exploring the role estate administration can play in supporting intergenerational wealth transfer (IGWT) strategies.

This session will look at how Advisers can strengthen client relationships, support families during difficult times, and improve the likelihood of retaining funds under management following a death.

What they’ll cover:

• The risks and opportunities of intergenerational wealth transfers for the financial services industry
• How Advisers can confidently discuss probate and estate administration with clients during their lifetime
• Retaining and gaining funds under management following a death
• How involvement in the estate administration process can support Advisers and their clients
• Working collaboratively with estate administration providers to help achieve the best tax planning outcomes
• Real-life examples and practical insights

Whether you already support clients with estate planning conversations or are looking to strengthen your approach, this webinar will provide valuable insights into an increasingly important area of financial advice.

Click here to register for the free webinar.

If you can’t join on the day, please still register as all registrants will receive a link to the recording after it has taken place.

About Kings Court Trust

Kings Court Trust is an award-winning (Innovation & Transformation of the Year – 2025 and Probate Provider of the Year – South 2024) estate administration provider, that takes care of the practicalities after death. Their full suite of estate administration solutions is designed to support all families. By providing free, practical advice on the next steps following a bereavement, they can support your clients and add value to your business.

• Regulated by the Institute of Chartered Accountants in England & Wales (ICAEW)
• Trusted provider of estate administration for large UK-listed companies
• Offer a generous referral fee for referrals that result in business
• Fixed and transparent pricing
• In-house legal and tax experts to advise on any situation

The Kings Court Trust partnership model is also geared towards the introduction of potential new clients. Provided that consent is given by the beneficiaries of an estate, they’ll introduce them back to your business to help you grow your client base.

If you have any questions about probate, 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.