The Big Shift: Intergenerational Wealth Transfer: Recent Episodes
M&G Wealth
In our new three-part series podcast on intergenerational wealth, we explore the different facets of intergenerational planning with regard to advisers and clients. To answer some of our questions, we enlist the help of three experts in the field, who help to shine a light on this elementary aspect of wealth management.
In the third and final episode of this series, Citywire’s Amelia Hamilton spoke with Cat McInally, investment business development manager at Prudential, and Taylor Beavis, director and adviser at Universe Financial Advice, about what the future looks like for financial advice within an increasingly technological landscape.
In the second episode of our podcast on intergenerational wealth, Citywire’s Amelia Hamilton sat down with Davies and Les Cameron, head of technical at M&G Wealth, to talk about all things gifting. What followed was a refreshingly frank and open chat about the peculiarities of dealing with death.
In the first of our three-episode podcast, Citywire’s Amelia Hamilton, Prudential Assurance’s director of specialist business support Vince Smith-Hughes, and managing director of Eva Capital Management Hannah Edwards discussed how to manage the intergenerational wealth business.