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How to be trusted like one of the family

Intergenerational wealth transfer is an excellent opportunity to create new relationships with the family members of your clients. This is the right time to encourage your clients to recommend you to their family.

Did you know...?

All generations are happy to get involved with intergenerational wealth transfer planning. Only 24% of Baby Boomers, 15% of Generation X and 7% of Millennials would not be happy.

Discussing intergenerational wealth transfer planning improves the likelihood of family members becoming your clients. 74% of Generation X and 80% of Millennials would considering working with the same financial adviser who was involved in the inheritance plan.*

Developing your business strategy

Explore our tips on how to get an intergenerational wealth strategy in place to help retain clients and grow your business.

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Adding value with an intergenerational wealth strategy

Let us help you add real value to your clients with our practical tips and support material to broach the vital subject of the passing on wealth through the generations.

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How can we help you further?

If there are any other topics or areas that you would like to see covered on this site, or if you have general feedback on the site please do let us know.

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* The research was commissioned by Quilter and undertaken by YouGov Plc, an independent research agency. All figures, unless otherwise stated, are from YouGov Plc. The total sample size is 1,544 UK adults, comprised of 529 Baby Boomers, 501 Generation Xers and 514 Millennials. Fieldwork was undertaken between 07/07/2020 - 08/07/2020. The survey was carried out online. Download a summary of the research report.