Join us for an insightful discussion on the critical topic of intergenerational wealth transfer in the United Kingdom. In this exclusive interview, industry experts Ian Kloss, Head of Nationals, Networks & International Distribution at RBC Brewin Dolphin, and Gillian Hepburn, Head of UK Intermediary Solutions at Schroders , share their expertise and experiences on managing wealth transitions across generations.
- Understanding the size of the intergenerational wealth market
- How demographic trends are impacting on adviser businesses
- Building an adviser strategy to focus on advising the broader family