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Millennials have ‘no clue’ about £4trn IHT risk 

More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.

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Families with ‘multi-retired generations’ to double to 1.2m

Multi-retiree families will soar to over 1m over the next 20 years, according to a new study.

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Under-45 investors want their investments to benefit society

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.

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Platform adds inter-generational wealth transfer options

Platform provider Zurich has added a junior ISA and pension to its platform in a move to target “impending baby boomer wealth transfer.”

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