Household advice is becoming the dominant relationship shape for UK IFAs at the £500k+ AUM band. Two earners with joint and individual goals, an intergenerational wealth-transfer plan, a household-level reporting expectation. The articles below cover the operational templates that hold up. The cluster sits inside Client operations; for the underlying suitability framework, see Suitability reports.
More content coming through Q3 2026 — intergenerational planning templates, the household consolidated balance sheet, and the joint-vs-individual suitability question.
Articles
The client-experience revolution
Where the bar for joint-and-household client experience has moved since 2024 — shared portals, household-level reporting, and the operational moves the high-NPS firms run.
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Doubling client capacity
Where household advice scales — and where it doesn't — when capacity becomes the binding constraint. The household-level moves that compress time without thinning the file.
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