Wealth Transfer
The Future of International Wealth Planning
Five trends that will define the next decade and how Utmost is preparing for them
91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
62% of Brits worried high inflation will impact ability to pass on wealth
Funds may be used instead to pay for social care costs
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’