intergenerational wealth transfers

‘Firms cannot afford to be complacent about the threat of intergenerational transfers’

Life planning is ‘not always done over whisky and cigars’

UK household sentiment towards future finances weakest since 2009

'The results made stark reading for the advice industry'

Progeny research found just 3% planned inheritance with IFA

Key takeaways from Schroders Financial Adviser Pulse Survey 2022