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Strategic Marketing Opportunities in UK Inheritance Planning for 2025
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.
Over-55s Hold £3.7 Trillion in Property Wealth: Strategic Marketing Opportunities for Financial Planners
Over-55s Hold £3.7 Trillion in Property Wealth: Strategic Marketing Opportunities for Financial Planners
Executive Summary
Recent Office for National Statistics (ONS) Wealth and Assets Survey data reveals that over-55s in the UK control £3.7 trillion in property wealth—nearly two-thirds of the country’s total housing equity. This concentration represents a pivotal shift in wealth demographics and aligns with current marketing trends in financial services, presenting significant opportunities for financial planning firms to develop targeted strategies and partnerships.