INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Retaining assets in the wealth transfer 


Date Available now on demand Duration 47 minutes

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We’re in the beginning stages of a £5.5 trillion wealth transfer¹. An unprecedented amount of amassed wealth will pass to surviving female spouses and younger generations. 

How confident are you that you’ll retain assets when your client dies and their wealth rests in new hands?  

This webinar qualifies for CPD. 

Tune in:

  • Hear from financial advisers on how they approach intergenerational planning, and pick up tips to improve retention in your business.  
  • Special guest Dr Eliza Filby, a generations expert, gives actionable suggestions you can use to tailor your advice to women and a younger generation of clients.  
  • An expert in valuing advice firms explains how successful intergenerational planning can increase the value of your business.  
  • How we can help you engage your client’s wider family and support your business. 

Your speakers and special guests 

Nick Bird – Executive Business Growth Manager, Octopus Investments 

Ben Charrington – Head of Intergenerational Planning, Octopus Investments 

Dr Eliza Filby – Generational Intelligence Specialist 

Alan Marks - business valuation expert, Harrison Spence

Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880. Issued: April 2022. CAM011969 

Kings Court Trust¹