Family wealth plans can secure clients of tomorrow

A comprehensive family wealth plan, including pensions and gifting, is also an efficient and productive way to get in front of the clients of the future, according to a leading Financial Planner. Chartered Financial Planner Roger Jackson of FMB in Cumbria strives to build relationships with the whole family, as he explains in our latest Planner Casebook in the current edition of Financial Planning Today magazine. He believes this is the best way to 'future proof' his business and offer the best advice to clients while keeping the whole family happy and potentially the clients of tomorrow. In the Casebook, Mr Jackson says the client’s primary objective in working with FMB was to ‘protect the family silver’ by gently moving assets and wealth down through the family to allow everyone access and enjoyment of the money the client has accumulated. The client wishes to keep things equitable among each of his three children, as the Casebook explains. The Planner Casebook, a regular in each issue of Financial Planning Today magazine, discusses how pensions and gifting are a great way to engage with future generations. The Planner Casebook is from the May-June edition of Financial Planning Today Magazine. You can view the full article by clicking the link below. You can view a full preview by clicking this link. To ensure you receive every issue of the magazine and get lots of extras you can now sign up for our new £9.99 monthly digital subscription package (cancel anytime). This gives you access to all the valuable content in the magazine, including a 5 year library, and unlimited access to website stories, features and columns. You can also upgrade to our Premium Subscription package and receive the HD print edition of the magazine. Go to 'My Account' when you are signed in for more details. You must be registered to sign in. Click on 2 stories to see the pop up registration form if you are not yet registered. Future issues of the magazine will only be accessible to registered readers of Financial Planning Today website so register now to avoid missing out - www.financialplanningtoday.co.uk. Financial Planning Today magazine is the only UK publication exclusively for Financial Planners and Paraplanners and is available in digital and print editions on subscription.

Family wealth plans can secure clients of tomorrow

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