Uncovering new insights into intergenerational wealth transfer

'The results made stark reading for the advice industry'

clock • 5 min read

Neil Moles explores the findings of Progeny's intergenerational wealth study and says the advice profession has a large role to play in bringing clarity and peace of mind to the people involved...

Working with YouGov, Progeny recently undertook a national survey on intergenerational wealth transfer. We wanted to understand more about the plans people have around inheritance and transferring wealth across generations, how the generations communicate about it and how they feel about the issue. The results informed our report, ‘Planning to pass it on', uncovering national attitudes on intergenerational wealth transfer. You can read the data and the detailed breakdown here.  Stark reading The results around the role of financial advice made stark reading for the advice indus...

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