wealth transfer

More than half of clients said they hold the adviser relationship in their name only

Advisers’ biggest concern is not understanding the pension IHT rules

Expected to increase from 1.4% to 2.2% of GDP

A quarter of planning firms flag this, Saltus research finds

Baby boomers most likely to change adviser

To help advisers deal with the £7trn great wealth transfer

Intergenerational wealth planning importance

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

‘Most advisers are not sufficiently focused on this area’