Wealth and Asset Management
Advisers risking £7trn opportunity as majority ignore Great Wealth Transfer
Over half of UK financial advisers are failing to proactively engage clients on the Great Wealth Transfer, jeopardising a potential £7tn asset opportunity, according to new research. Data from Unbiased Pro reveals that 52% of advisers either “rarely” or “never” discuss intergenerational wealth planning with their clients. This is despite…
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