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What are the real implications of intergenerational wealth transfer?

  • Describe the issues around intergenerational wealth transfer
  • Identify changes in the population affecting wealth
  • Explain the advantages of using a trust
CPD
Approx.30min

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What proportion of people are likely to see their 100th birthday over the next 22 years?

  2. Assets accumulated in defined contribution schemes are expected to surpass current assets in DB schemes in the next ten years, true or false?

  3. People are still avoiding setting up lasting powers of attorney, true or false?

  4. How are younger investors viewing DIY platforms?

  5. How does the Way Group Inheritor plan help transfer wealth between generations?

  6. Why is gifting from parents or grandparents not as effective?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the issues around intergenerational wealth transfer
  • Identify changes in the population affecting wealth
  • Explain the advantages of using a trust

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