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Intergenerational planning - from generation to preservation
- Financial Advice
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- 18.01.24
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Over the last 10 to 15 years, we've seen a period of asset generation. This has taken the form of strong investment performance, growing property portfolios and first-time buyers utilising help-to-buy schemes. Now, however, we enter a period of asset preservation. So how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?