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 24th 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.
This article was submitted by Kings Court Trust as part of an advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the advertiser and not those of Today’s Wills and Probate.
