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Investment trusts are fast-becoming a popular choice among those looking to take advantage of a trust’s distinct investment powers. Find out more about the professionally-managed range on offer.
Read and download our practical guides on regulation, sustainable investing and intergenerational wealth transfer.
84% of advisers are worried about the effect increasing regulation is likely to have on their businesses.
Read and download our practical guides on regulation, sustainable investing and intergenerational wealth transfer. Download our report.
84% of advisers are worried about the effect increasing regulation is likely to have on their businesses. Download our report.
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.
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.
Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
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Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.
Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.
On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices
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