Wealth Transfer

Practical Guides

Practical Guides 

Intergenerational Wealth Transfer

The UK is on the brink of a vast shift in assets from the Baby Boomer generation to their Millennial offspring: over the next decade £1 trillion will flow to spouses, children and grandchildren. With this change in ownership comes a great opportunity for financial advisers and planners – but only if they retain those assets.

We’ve created a practical guide to help you assess the business risk of intergenerational wealth transfer and convert it into an opportunity.

It is estimated that 60% of Britain’s wealth will be in female hands by 2025. Our report aims to help advisers better understand female clients and how to approach and retain these women.

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