We're sure you've seen it, future business lost due to the death of a client. The fact is that intergenerational wealth transfer is set to increase to £5.5tn over the next three decades of which £1tn will cascade before 2027. We have solutions to capture the wealth transfer for you.
Only 32% of IFAs work with beneficiaries of wills. EP4A focus on ensuring you do not fall into this trap and we ensure continuity of business following the death of your client and the transfer of their wealth to the next generation.
One of the biggest threats to an IFA's business is the loss of a client's business due to intergenerational wealth transfer, it's a threat EP4A have been working with IFA's on and have developed, tried and tested strategies to control the handover of wealth between the generations and retain the IFA's business for the long term.
To have a healthy future and to relax in the knowledge that you have a long term plan for business retention, call us today on 0208 088 6336.
Darren Fulford, Director
Through his many years of experience, Andy is able to quickly gather the information necessary to provide assured advice when it comes to protecting our clients and their loved ones. He offers a speedy, efficient and inexpensive option – we recommend him and his services to a large number of individuals every year. Andy is really friendly in his approach to collecting information. He understands that ‘Will Writing’ can be a sensitive matter for many. He has, and continues to, give us great advice.
Ernesto Andrade-Paris, Director
Andy has arranged my personal wills and POA and I have also introduced him to several of my clients. He has always displayed a professional attuite and has in depth knowledge of wills trusts and POA’s.
I would recommend any advisor to review his services which are very competitive in the market place
Gordon Craig, Director
We have recommended a number of clients to Estate Planning 4 Advisers and have been delighted with the professional manner in which Andy has explained matters to our clients and recommended action for them to consider. EP4A provide a holistic service and make all appropriate recommendations necessary to our clients, to protect them and their family both from a financial standing and also their health and wellbeing status. We will continue to offer this service to clients requiring assistance in these matters with the knowledge that they will be handled efficiently and with care by Andy and the team at EP4A.
