How the Great Wealth Transfer Will Impact the Estate Planning Industry

Over the next 30 years, £5.5 trillion will be inherited by the next generation. This historic movement of money has been coined as ‘The Great Wealth Transfer’ by various journalists and financial experts.

Join our webinar to find out how this seismic shift will impact the estate planning industry.

Hear from industry expert, David Newick, on what he believes firms will need to look out for and how they can ready themselves for the changes this gigantic transfer of wealth will bring.

We will explore:

1. What The Great Wealth Transfer is and how it’s defined

  1. The three ways in which the estate planning market will be impacted:
    a. Competition
    b. Tomorrow’s clients
    c. Digital transformation