In our last podcast of 2022, we tackle a topic that is top of mind for many financial advisers: the transfer of intergenerational wealth.
Georgina Smith is joined by Gillian Hepburn, Schroder’s Head of UK Intermediary Solutions, to unpack the current climate of wealth transfer. They kick off with some key insights from Schroder’s annual adviser survey, and take a look at some key trends shaping the landscape in the future.
The podcast aims to help you, the wealth manager of the future, connect the dots of intergenerational wealth for your clients so you can help them move forward
For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/
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