In the next few decades, the largest intergenerational transfer of wealth in history is expected to occur. In this webinar, we outline the scale of the great wealth transfer and how advisers can position themselves for success with the next generation.

Presenters

Warwick Bloore + ' ' + Senior Specialist, Advisory Research Centre, Vanguard Europe
Warwick Bloore

Senior Specialist, Advisory Research Centre, Vanguard Europe

Matthew Hendy + ' ' + Business Development Manager, Vanguard Europe
Matthew Hendy

Business Development Manager, Vanguard Europe

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Financial planning

This module includes valuable resources to equip you with strategies to prepare clients for retirement and discusses the complexities of managing wealth across generations.

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Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Important information

This is directed at professional investors and should not be distributed to, or relied upon by retail investors.

This is designed for use by, and is directed only at persons resident in the UK.

The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so.  The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.

The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

Issued by Vanguard Asset Management Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.

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