Inheritance

Companies | 18 Apr 23

62% of Brits worried high inflation will impact ability to pass on wealth

Funds may be used instead to pay for social care costs

Companies | 23 Mar 23

57% of HNW Brits not comfortable talking money with next gen

But an overwhelming majority plan to pass down their wealth to their children

Companies | 21 Nov 22

Millennials prioritise parents over inheritance

Preferring they have a comfortable retirement rather than gift money

Best Practice | 28 Oct 22

Should HNWs revisit financial plans amid rising costs and inflation?

Retirement, inheritance and gifting strategies may need to be adapted

Companies | 5 Oct 22

A quarter of baby boomers don’t trust young Brits with inheritance

But just 3% talked to a financial adviser about their succession plans