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Intergenerational planning case studies series unveiled by Curtis Banks

22 January 2020

Curtis Banks has unveiled a new suite of case studies designed to help advisers tackle the complexities of intergenerational financial planning.

The collection of case studies entitled ‘Meet the Joneses’ covers a range of scenarios from decisions following a defined benefit transfer and charity lump sum death benefits to disqualifying pension credits, assets on expression of wishes and group connected party purchase.

The SIPP and SSAS provider said advisers have found themselves in increasingly complex planning situations since the introduction of pension freedoms in 2015, and it had produced the case studies so that advisers can use them to show clients how family members can be provided for in the future and how arrangements can be put in place to pass on wealth to future generations in the most tax efficient way.

Gregory Kingston, group communications director, Curtis Banks, said: “Savers who were focused on DB transfers are likely to now be considering their broader needs as they approach retirement. When seeking advice, they are likely to focus on their future needs and post-retirement options. This is why we believe these case studies will be an invaluable tool to advisers and clients considering intergenerational planning.

He added: “Feedback from advisers has been focused on intergenerational planning and the importance of transferring wealth across the generations, and the Meet the Joneses case studies have been specifically created to help demonstrate the importance of this to advisers’ clients in a simple to understand way.

“The case studies cover a number of common scenarios, and will continue to be added to as we roll these out and discuss them with advisers.”

The case studies can be found on the Curtis Banks website.

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