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.

Please note that some guides may have been commissioned and created externally. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. Insofar as liability under relevant laws cannot be excluded, no Schroders entity accepts any liability for any error or omission in this material or for any resulting loss or damage (whether direct, indirect, consequential or otherwise).

 

In partnership with Adviser Home, we’ve created a practical guide to help you assess the business risk of intergenerational wealth transfer and convert it into an opportunity.

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