succession planning

To help advisers deal with the £7trn great wealth transfer

Members include succession specialists from 7IM, MKC Wealth and Quilter

Rethinking succession plans

The Succession Alliance

Advisers confident in their service quality but can benefit from support

Bringing young talent into a firm is ‘an upfront pain for future gain’

Should be an ‘entire phase’, advisers told

'In the early stages there should be both a strategic plan and a business plan'

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

The challenge of stepping up for fresh talent