The Family Tree - Intergenerational planning

Published  27 April 2023
   60 min CPD

Over the last 10 to 15 years, we've seen a period of asset generation; from strong investment performance, growing property portfolios to first time buyers utilising help to buy schemes. 

As we now enter a period of asset preservation, how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?

CPD learning outcomes - 60 minutes

  • Have a better understanding of the intergenerational wealth planning opportunity. 
  • Be more confident explaining the role protection advice will play in helping your intergenerational planning with clients. 
  • Be able to describe some of the main protection planning opportunities available to clients at different life stages. 
  • Understand how pension contributions can help save IHT and income tax as well as boost retirement savings for the younger generations.

What's covered

  • IHT benefits of pensions​
  • Third party contributions​
  • Paying contributions for grandchildren​
  • Child benefit tax charge and third party contributions​
  • IHT planning using protection ​
  • Trusts​
  • Gift inter vivos​
  • Protecting the family tree​
  • Additional planning

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.