INTERGENERATIONAL PLANNING

Increased longevity, more flexible retirement options and differences in generational needs, makes this an important part of any financial planning conversation.

Expert insight

KEY FACTORS IMPACTING ON INTERGENERATIONAL PLANNING

Read out the great generational wealth transfer and how younger generations could benefit from support now.

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REVIEWING PENSION DEATH BENEFITS

Key death benefits considerations for pension reviews.

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DRAWDOWN, DEATH BENEFITS & ESTATE PLANNING

Read about the tax benefits of flexi-access drawdown & its use in estate planning.

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DEATH BENEFITS, YOUR QUESTIONS ANSWERED

Common FAQ’s covering all aspect of death benefits.

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PENSIONS & INHERITANCE TAX VODCAST

Understand the IHT treatment of pensions, transfers & pension contributions made whilst in ill health

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MENTAL INCAPACITY

Who’s controlling your client’s affairs?

The role of powers of attorney and their alternatives

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PRACTICAL SUPPORT

client guide

What happens to my pension when I die?

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client short film

What happens to the money left in your pension when you die?

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CLIENT NOMINATION FORM

Ensure your clients have an up to date pension nomination form.

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RETIREMENT ACCOUNT

Here’s how our flexible retirement plan, could help you and your clients with intergenerational planning.

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