Practical guides

Over the next decade, £1 trillion of wealth will flow to new owners: widows, children, and grandchildren. Here’s how you can manage this wealth transfer for your clients and your business.

• NextGen or LostGen? Sponsored by Schroders, AKG's latest research paper highlights how advisers need to change their business models if they are to attract the next generation of clients.
• A practical guide to intergenerational wealth transfer: Without a wealth transfer strategy, there’s a real risk to your business. We look at how to avoid the pitfalls and plan for the future.
• Taking the reins: Female clients and the transfer of wealth: Do financial advisers need to manage female clients differently? By 2025, 60% of Britain’s wealth could be in women’s hands, so it’s something to think about.

The Product Intervention and Product Governance Sourcebook is here to stay. But the devil is in the detail – and there are plenty of questions still to answer about the regulator’s expectations.

• How to PROD-proof your business: Sponsored by Schroders, the Lang Cat’s guide helps you understand your client’s needs, potential investment solutions, and meeting PROD requirements.