Partner and head of Debenhams Ottaway’s private wealth team Susan Glenholme is an adviser on wills, probate, tax planning and estate administration, specialising in high-value estates. She has HNW clients in Hertfordshire and London. ‘The vast amount of information online can be both a blessing and a curse,’ she says. ‘Never before have we had so many opportunities to explain to clients how we can help them, yet never before have clients had access to so much information that can leave them with the false impression that they are able to manage complex situations for themselves.’ The solution, Glenholme says, is to ‘educate future generations to understand that generic templates will not provide the security they need when managing their wealth’.
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