Wealth Transfer
Best Practice | 17 Nov 20
Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning
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