Wealth Transfer

Practical Guides

Practical Guides 

Intergenerational Wealth Transfer

The UK is on the brink of a vast shift in assets from the Baby Boomer generation to their Millennial offspring: over the next decade £1 trillion will flow to spouses, children and grandchildren. With this change in ownership comes a great opportunity for financial advisers and planners – but only if they retain those assets.

We’ve created a practical guide to help you assess the business risk of intergenerational wealth transfer and convert it into an opportunity.


It is estimated that 60% of Britain’s wealth will be in female hands by 2025. Our report aims to help advisers better understand female clients and how to approach and retain these women.

Contact Schroders

Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.




Worldwide locations

For any further questions, please contact us. 

Contact us

Our Business Development team is available to discuss with you any investment options and opportunities you might be interested in. 

Your contacts