Inheritance and Younger Generations

Inheritance and Younger Generations

Research by Sanlam shows “young people (aged under 45) could collectively receive at least £1.2 trillion in inheritance over the next 30 years. Over three quarters (76%) of under-45s who expect to receive substantial (£50k or over) inheritance say they will be looking to engage with financial advisers”. Read more  

It is this change in dynamic which makes it so important to work with the entire family.  The Wealth Managers at Beaufort Wealth Management take a holistic approach to financial planning and this means involving the family according to the clients’ wishes.  As a team the advisers are also younger than the industry norm, as according to Money Marketing the average age of an adviser is in the mid-50s. This means they are more relatable across the generations to develop relationships with the clients’ sons and daughters and family members.

 

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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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