With the increase in housing wealth over the last 20 years, many people are set to inherit a lot of money from parents and grandparents.
It means that advisers are having to think a lot more about how they help their older clients while also trying to engage the generations to come, who may not be wealthy now, but could stand to inherit further down the line, as well as earn more in the future.
Individuals can also pass on their pension and other wealth they have built up.
This guide will explore how advisers approach conversations with the different generations, how environmental, societal and governance (ESG) issues are increasingly becoming part of those conversations and how to mitigate those large inheritance tax bills.
The guide is worth and indicative 60 minutes of CPD.