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Read MoreFast forward to today, and these baby boomers are beginning to transfer their accumulated wealth. Arrange your free initial consultation Please note the Financial Conduct Authority does not regulate tax advice. The contents of this article are for information purposes only and do not constitute individual advice. James asks Richard and Susan where he can find good advice about these issues. Like James, Rachel is invited to join part of a meeting with her parents to discuss her savings and to work out how she can be involved.