UK Inheritance Planning: Strategic Marketing Opportunities for Financial Advisers in 2025

The Great Inheritance Shift: Why Financial Planners Must Act Now

The UK inheritance landscape is experiencing unprecedented change, creating both extraordinary opportunities and significant challenges for financial planners. Recent insights from The Level Group’s UK Inheritance Expectations Report 2025 reveal that over half of UK adults (54%) expect to receive an inheritance within the next two decades, with one in three people (34%) reporting at least partial financial dependence on future inheritances.