Practical guides for advisers
Adviser guides on wealth transfer to support your client conversations.
Essential
We explore specific opportunities – and threats – for financial advisers.
Timely
We keep a close eye on trends and dive deep into the issues that are likely to stay on the agenda.
Expert
The reports draw on a wealth of data and analysis from both our own and external experts, so you get a full view of the landscape.
The next generation of wealth management
Over the next decade, £1 trillion of wealth will flow to new owners: widows, children, and grandchildren. Here’s how you can manage this wealth transfer for your clients and your business.
- A practical guide to intergenerational wealth transfer: Without a wealth transfer strategy, there’s a real risk to your business. We look at how to avoid the pitfalls and plan for the future.
- Taking the reins: Female clients and the transfer of wealth: Do financial advisers need to manage female clients differently? By 2025, 60% of Britain’s wealth could be in women’s hands, so it’s something to think about.
Guiding you through the investment landscape
As your trusted partner, we delve into the opportunities and issues your business is facing and support you with your client conversations.