generation Archives - Wren Sterling | Financial Adviser Services

Talking about your money is important for Generational Wealth

Having the inheritance conversation

Passing on wealth to future generations is a major motivator for many financial planning clients. The knowledge that they’re supporting their children and grandchildren with important life milestones, such as getting married, going to university or buying a house, can be very rewarding. Younger people also expect to inherit money and research suggests that they’re [...]

A multi-generational family walking up a grassy hill together at sunset

4 essential rules of gifting

Some clients have retired when they begin to plan for IHT. For some, this may be too late, as this raises the possibility of being taxed on gifts already made as they’re more likely to die within the seven year timeframe for tax-free gifting. Find out more in this article on the essentials of gifting.

Advisers listen to your concerns about your assets and plan for your future.

Are you making the most of your financial adviser?

Clients are often referred to a financial adviser by a friend, family member, a colleague or sometimes through their employer. Why do they do this? What value do they see in financial advice?

Tag Archives: generation

Having the inheritance conversation

4 essential rules of gifting

Are you making the most of your financial adviser?