Report
Family and Finances Report
Money matters are often a delicate topic, especially within families. Yet, in today's world, where economic uncertainties loom large, life expectancy is on the rise, and attitudes towards wealth are evolving, we believe these conversations have never been more vital.
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Intergenerational planning is essential for passing down wealth and ensuring financial peace of mind.
It helps families prepare for the future, avoid conflicts, and make informed decisions. Yet, our research has found that 40% of people believe that discussing inheritance is the ‘last great family taboo’.
Let’s change that.
Last Updated on 16th May 2025
