CPD Webinar:The wealth transfer nobody talks about

93% of advisers surveyed agree that the transfer of wealth between spouses is one of the highest-risk moments in financial planning.

Yet despite its significance, spousal wealth transfer often receives less attention than intergenerational planning.

Drawing on insights from 150 financial advisers and 150 investors across the UK, TIME Investments’ webinar on 04 November at 10am explores how advisers can better support clients during this critical life event. The session will highlight ways to strengthen client relationships, improve outcomes, and help families navigate wealth transfer with greater confidence.

Join this CPD webinar and hear from Henny Dovland, Business Development Director, and Billy Brown, Head of Adviser Growth, as they unveil the key research findings.

In this webinar, they will:
• Explain why spousal wealth transfer should be treated as a distinct planning event.
• Assess the impact of client preparedness on confidence, resilience, and adviser retention.
• Outline practical strategies to strengthen relationships with both spouses and improve family engagement around legacy planning.
• Recognise the growing importance of flexibility within modern estate planning.

Keep in touch with TIME

TIME has one of the largest adviser support teams in the sector with full regional coverage with dedicated contacts.

Your local contact would be delighted to come out and see you, either face-to-face or virtually, to discuss how we can support you and your clients.