Some are calling it ‘The Great Wealth Transfer’.
Over the next 30 years, an estimated £5.5 trillion is expected to pass down the generations in the UK.1
This will happen inheritance by inheritance, and it will involve your clients and their beneficiaries.
The Great Wealth Transfer poses two important questions for every firm and every adviser in our industry:
Who will advise my clients’ beneficiaries after they inherit?
If I want it to be me, what am I doing today to make that happen?
Octopus has a range of materials to help you estimate the scale of this opportunity and how you can seize it.