7 min
Episode 23 - Involving your financial planner when transferring wealth In the know
-
- Investing
In this episode, Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
In this episode, Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
7 min