Investments  

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

Christina Melling's firm does not endorse the use of and are not affiliated, associated or in any way connected with the Way Group or their products

Article continues after advert

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

I completed this CPD in

To bank your CPD please complete the form below.

Were the stated learning objectives met?

Why weren't they met?

What did you learn from undertaking this CPD exercise?

Why did you undertake this piece of learning?

Any comments about this article or FTAdviser's CPD in general?

Banked!

Congratulations, you have successfully completed and banked this piece of CPD

Already Banked!

You have already banked for this article.

To bank your CPD you must or

Register

One or more questions have been incorrectly answered,
 please review your answers and try again.

Please complete all the above text fields to bank your CPD.

More Investments CPDSee my completed CPDSee all CPD