Practical guides for advisers

 Adviser guides on wealth transfer to support your client conversations.


We explore specific opportunities – and threats – for financial advisers.


We keep a close eye on trends and dive deep into the issues that are likely to stay on the agenda.


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.

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.