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Thursday, 12th May 2022, 11:00amWe’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.
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 Trust¹https://www.kctrust.co.uk/partner-blog/intergenerational-wealth-transfers-the-risk-and-opportunity-upon-the-death-of-your-client