Intelliflo has partnered with estate planning technology, Estgro to help advisers with generational wealth planning.
The partnership aims to bridge the gap between financial and legal services to make inheritance processes and estate planning more seamless for advisers and their clients.
Estrgo’s tool has integrated with Intelliflo’s office platform and pulls crucial client data while enriching it with features like ‘estate health check’, allowing advisers to provide tailored recommendations for wealth transfer and IHT strategies.
Advisers can then refer clients digitally to their preferred legal suppliers or select from Estgro’s accredited network.
They can also engage clients’ beneficiaries to spark early conversations to protect family portfolios for future generations.
Richard Wake, chief customer officer at Intelliflo, said: ““The integration with Estgro represents a significant advancement in our partner ecosystem.
“By bridging financial and legal services, we enable advisers to deliver holistic financial advice. Estgro’s innovative approach to using Intelliflo data for actionable estate planning recommendations is impressive, we encourage our users to explore the trial and simplify estate planning for their clients.”
Estgro aims to integrate estate planning into every financial planning conversation to make it more accessible and intuitive while allowing advisers to generate legal documents quickly.
Dave Newick, co-founder and chief executive of Estgro, added: “Establishing the right estate structure is crucial for minimising tax and ensuring loved ones inherit the maximum possible.
“With the great wealth transfer seeing £5.5tn set to pass between generations over the next 30 years, advisers must act now to protect significant assets from their portfolios.
"Our integration with intelliflo allows advisers to prioritise intergenerational wealth planning, safeguarding their clients’ legacies and their own business futures.”
alina.khan@ft.com
