Wealth Transfer
Global HNW families worried about passing wealth to next gen
63% believe that the millennial generation is not as committed
How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
Best Practice | 20 Aug 20
How has coronavirus accelerated the global wealth transfer?
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’
Four-in-10 UK beneficiaries unsatisfied with their IFA
As £327bn expected to be passed down by Britain’s wealthy in next decade
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away