Sign Up | The Great Wealth Transfer: Writer's block

We invite fellow professional advisors to join us for an evening of discussing how we support clients in both the preparation and solving issues that will arise with the impending 'Great Wealth Transfer

Over the next 30 years, some £5.5tn is expected to be passed down generations as baby boomers reach the end of their lives. This phenomenon, dubbed 'the Great Wealth Transfer',

In this event, we will explore a case study around Dorothy Hampton. Dorothy is a world-renowned author. At 75, she is once widowed and once divorced with five children across the two marriages. She has built up a net worth of £40millon. She is of sound mind and still actively writes books. She has a good relationship with most of her children, but she senses a couple of them would prefer her to down the pen and retire. Dorothy plans to carry on, but does recognise that future arrangements need to be made to preserve her family and her legacy. 

In this seminar our panel will breakdown the appropriate next steps and planning consideration Dorothy's professional advisors need to consider over the coming years.