Succession Planning

Asia | 7 May 20

Office will help ‘build meaningful relationships with clients and intermediaries’

Companies | 13 Feb 20

Designed for advisers looking to retire and avoid a mass asset migration for their clients

Companies | 28 Feb 19

Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences

Europe | 14 Feb 19

The pitfalls advisers need to avoid when it comes to cross-border succession planning in a post-Brexit world

Best Practice | 4 Apr 18

In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.