Intergenerational planning resources
An intergenerational approach to financial planning could be key to building stronger relationships and growing your business. Not only it will help your clients to protect the wealth that will pass down to the next generation, but it could also help the next generation of advisers in your firm build their client book.
Welcome to our Intergenerational Planning Resource hub. A place where you can access expert insight, educational content and support around the key areas of intergenerational planning to benefit you and your clients.
Helpful articles
Intergenerational Planning - lifetime gifting
Tony Wickenden, Managing Director at Technical Connection, answers important questions about intergenerational planning.
Aviva Case Study – The role of Life Assurance in constructive IHT planning
Tony Wickenden, Managing Director at Technical Connection, discusses the role of Life Assurance in constructive IHT planning.
Aviva Case Study – IHT planning using loan trusts and discounted gift trusts
Tony Wickenden, Managing Director at Technical Connection, discusses IHT planning using loan trusts and discounted gift trusts.
Intergenerational Planning – Gifting through will planning
Tony Wickenden, Managing Director at Technical Connection, discusses gifting through will planning.
Line up the next generation of clients
1 hour CPD intergenerational financial planning webinar
8 March 2023 10-11am
Watch live or on demand
Never too young to invest
Greg Davies, an expert in investor psychology and Head of Behavioural Finance at the behavioural fintech Oxford Risk, explains how you can engage younger people’s interest in financial planning, a subject they are notoriously uninterested in.
Will the cost of living crisis lead to an increase in intergenerational wealth planning?
Top takeaways from our Age of Ambiguity Report and tips on introducing your firm to the next generation of clients.
Family finances: breaking down the emotional barriers
Greg Davies recently outlined to Aviva the psychological issues that influence intergenerational financial decision-making.
Investing and bridging the generation gap
Greg Davies, an expert in investor psychology and Head of Behavioural Finance at the behavioural fintech Oxford Risk explains how new investors can begin their journey without having to understand challenging financial concepts.
Thinking intergenerational through all 3 phases of the financial planning process
Tony Wickenden explains how a truly successful intergenerational financial plan will be founded on giving thought to the “holistic” intergenerational objective from start to finish of the financial planning “journey”.
The 'feel good' value of lifetime giving
The importance of taking a fundamentally intergenerational approach to financial planning.
The essence and importance of intergenerational financial planning
Tony Wickenden, Managing Director at Technical Connection, explains the essence and importance of intergenerational financial planning.
Tech centre
Technical articles that detail the planning options available to your clients, with lots of support for intergenerational planning.