The UK is poised to experience one of the largest intergenerational wealth transfers in history. Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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Staying invested long-term is often more effective than trying to time the market. Learn how patience and consistency help build wealth.
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A growing number of UK investors are making the shift from DIY investing to discretionary wealth management – a solution that offers professional expertise, risk management, and strategic financial planning while allowing you to maintain control over your long-term goals.
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Achieving the right mix of asset classes will help maximise returns and minimise risk in your portfolio, making this an area where professional advice can make a huge difference.
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