The ‘Great Wealth Transfer’ will see an estimated £5.5 trillion transfer from the older generation by 2055. For many families this process is already underway.
We wanted to understand more about the plans people have around inheritance and transferring wealth across generations; from Babyboomers, Gen X and Millennials. Our questions found out how they communicate and how they feel about wealth – often a very emotive subject.
Working with YouGov, we conducted a UK-wide survey to read the national mood. It delivered some interesting results, some which we expected, some that were more of a surprise.
Download our Intergenerational Wealth Report to learn more.
Discover the results of our YouGov survey
This guide does not constitute financial or investment advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner and/or investment manager to take into account your particular investment objectives, financial situation and individual needs.
Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested, therefore your capital is always at risk.