Benchmark Capital has partnered with Amicable to support advisers helping families with wealth transfer discussions.

The financial planning solutions provider, which is part of Schroders, said the partnership would help advisers in dealing with families’ sensitive, finance-related conversations.

It noted that advisers often guide families through sensitive financial topics, and Amicable specialises in supporting couples through divorce by facilitating difficult discussions about money.

The firms have developed a series of tailored modules built on insights from Amicable’s negotiation team to support advisers with financial conversations with clients and their families.

Benchmark highlighted that this has become particularly relevant following last year’s autumn Budget announcements, including bringing unused pensions into the estate for inheritance tax (IHT) purposes from 2027.

It argued that this has created a greater need for advisers to guide families through sensitive financial topics, such as wealth transfer, often earlier than previously planned.

This also sits alongside technical training support for advisers on the IHT changes.

“We are committed to equipping advisers with valuable, practical insights that help them build stronger businesses,” said Benchmark CEO, Ed Dymott.

“Wealth transfer can pose significant challenges for advice firms, so by offering both technical expertise and essential ‘soft skills’ support, we ensure advisers are well prepared to navigate these complexities.

“We’ re proud to partner with amicable to offer comprehensive support for advisers in navigating IHT discussions. This partnership highlights our commitment to providing advisers with additional support - in addition to technology and compliance - to help them achieve their goals and grow their business.”

Amicable co-founder, Kate Daly, added: “Giving advisers the tools to understand what clients are going through emotionally, and their very real feelings tied to money and decision-making, can really help them guide families to better outcomes.

“It’s not just about the numbers, it’s about supporting people through often very difficult, highly charged conversations.

“It’s been fantastic to work with Benchmark on this partnership and share insights with their advisers that are both highly practical and immediately applicable to their business.”

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