intelliflo, cloud-based technology platform for financial advisers, has teamed up with Estgro to “revolutionise” how advisers handle generational wealth planning.
This integration bridges the gap between financial and legal
services, making estate planning and inheritance processes seamless for advisers, providers of legal services and their clients, they have stated. Designed to address the complexities of the Great Wealth Transfer, Estgro’s tool uses client data from the intelliflo office platform to provide tailored recommendations for wealth transfer and inheritance tax strategies.
Advisers can then refer clients digitally to their preferred legal suppliers—or select from Estgro’s accredited network—to complete the estate planning process with ease. Richard Wake Chief Customer Officer, UK & AU, said:
“The integration with Estgro represents a significant advancement in our partner ecosystem. By bridging financial and legal services, we enable advisers to deliver holistic financial advice.
Arken Group’s mission is to drive innovation into the estate planning sector and Estgro is the latest development in a long line of its pioneering solutions. By bringing Financial Services and Legal Service providers together in one digital ecosystem, Estgro empowers financial advisers to integrate generational wealth planning into every financial planning conversation, enabling clients to seamlessly access services and implement a holistic wealth and estate planning strategy.”
Dave Newick, co-founder of Estgro and CEO of Arken.legal, said:
“With the Great Wealth Transfer seeing £5.5 trillion set to pass between generations and an increased amount of people falling
into Inheritance Tax scope due to policy changes, bringing financial services and legal services together, delivers the innovation needed to address this opportunity.We must change difficult conversations about death into discussions about family wealth and generational planning. Our integration with intelliflo allows financial advisers to do exactly that and ensure wealth is transferred on a tax efficient basis.”
