Advisers 'unprepared for' £327bn of wealth transfer

Advisers 'unprepared for' £327bn of wealth transfer

Financial advisers are "unprepared" and could become out of touch with the changing demands of inheritors in the UK missing out on £327bn inheritance pot, over the next decade, according to research commissioned by investment management group, Brooks Macdonald. With £327bn set to be passed from baby boomers to around 300,000 younger potential clients, advisers who are not prepared and do not regularly engage with inheritors face "significant and growing threats" to the sustainability of th...

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Gary Robinson

Commercial Director, Head of Video at International Investment.