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How are advisers navigating intergenerational wealth transfers?

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9 September 2024 by Shy-ann Arkinstall, Independent Financial Adviser

Article link: https://www.ifa.com.au/news/34729-how-are-advisers-navigating-intergenerational-wealth-transfers

According to data from Adviser Ratings, more than half (52 per cent) of advice clients are planning to transfer at least $200,000 to the next generation.

More than one in five (21 per cent) are expecting to transfer between $200,000 and $500,000, and almost a third (31 per cent) will pass down more than $500,000.

With inflation remaining persistently high, clients are increasingly raising concerns with their advisers about the impact this will have on the transfer of wealth to the next generation.

Among the most common concerns clients are raising with their advisers in relation to the transfer of wealth regard the ability to offer solutions for tax minimisation (49 per cent), preserving family wealth across generations (42 per cent), ensuring equitable distribution strategies (34 per cent), and assisting in family conflict resolution (28 per cent).

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