Advisers risk missing out on inherited money by ignoring younger clients - Sanlam UK

Sanlam's Generation Game report looked at the generational wealth transfer expected to take place in the UK over the next 30 years. The majority of advisers surveyed said they were acutely aware of the implications of wealth transfer to the advice industry. Some four in five (81%) said they saw intergenerational transfer of wealth as the greatest opportunity for their sector, and three in five (61%) said they have witnessed a notable increase in their client's asking about intergenerational transfer of wealth in the last three years. At the same time, two-thirds (66%) said they are...