Practical guides for advisers

Research suggests most clients want to invest in a way that builds a better world- but they don’t know where to start without your steer. Our guides are designed to help you support them to meet their goals.

• A practical guide to sustainable investing: All the most important things you need to know – including how to work out where your client’s priorities really lie.

• Guide to Net Zero: We all have an active role to play both as individuals and as investors reaching Net Zero but what does it mean for you, as a financial adviser, and for your clients?
• A-Z of sustainability terms: Sustainability, once a fringe consideration, has become core for many investors. We’ve put together an A-Z of key terms for you and your clients to dip into.
• The Lang Cat guide: Crossing the ESG event horizon: Sponsored by Schroders, the Lang Cat’s guide explores five big themes facing advisers across environmental, social, and governance issues.

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.

• 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.