Abbie Knight: Get your business ready for the £5.5trn wealth transfer

Four key areas to focus on

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Abbie Knight: "Appointing a younger adviser to a beneficiary’s relationship could improve the chances of retaining them as a client in the future."
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Abbie Knight: "Appointing a younger adviser to a beneficiary’s relationship could improve the chances of retaining them as a client in the future."

Preparing their business for the £5.5 trillion intergenerational wealth transfer expected in the UK over the next three decades will put advisers in the best possible position for future growth, explains Abbie Knight

Over the next 30 years, £5.5 trillion is expected to be transferred between generations in the UK, according to the Centre for Economics and Business Research (CEBR). This amount is unprecedented and presents...

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