Scottish WidowsNov 7 2023

Advisers worry about losing assets as wealth passes to young

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Advisers worry about losing assets as wealth passes to young
Ranila Ravi-Burslem from Scottish Widows said intergenerational planning is important for advisers.
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The majority of advisers are concerned about losing assets in the 'great wealth transfer' when trillions of pounds are expected to be handed down to future generations.

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