Why advice matters more than ever as wealth transfers accelerate and tax rules shift

The UK is entering a period of unprecedented wealth transfer. Over the next few decades, trillions of pounds are expected to pass between generations, prompting more families to think carefully about how they structure, protect, and distribute their wealth. At the same time, technology is changing how people access financial information, with artificial intelligence-powered tools offering support across areas such as will-writing and financial guidance. This shift is expected to accelerate, with the Financial Conduct Authority estimating that around one in five people are likely to us...