Knowledge

Wealth Under Pressure: Navigating family wealth challenges in changing times

Download your free guide and discover how the UK’s ‘squeezed middle’ is balancing finances with the expectations of different generations.

Family Ties, Financial Futures

Most people aspire to help their families, especially after decades of working hard. But with a cost-of-living crisis, providing that financial help isn’t just an aspiration for many but a necessity.

Download our latest guide to learn more about how families can maximise their options when navigating rising costs.

In the guide we cover:

  • With changing familial responsibilities, how do people plan for their financial futures?
  • How the cost-of-living crisis has affected financial planning.
  • How the Bank of Grandparents has become as important as the Bank of Mum and Dad

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Key findings at a glance

21%

of high-net-worth individuals are worried about their finances because they have financial dependents.

1/3

of high-net-worth parents have adult children living at home.

20%

high-net-worth-individuals are helping their parents with their bills.

10%

are worried they’re going to run out of money.

More insights

Article
Money advice demystified: what do financial advisers and wealth managers do?
By Alison Coleman
First published in The Guardian
27 Dec 2023 | 7 min read
Article
Capital Gains Tax: how much do you pay on investment profits?
By Rob Morgan
Spokesperson and Chief Analyst
30 Mar 2024 | 8 min read
Article
Financial planning in turbulent times: how being prepared can help
By Alison Coleman
First published in The Guardian
20 Dec 2023 | 6 min read
Article
How much tax do you pay on dividend income?
By Rob Morgan
Spokesperson & Chief Analyst
01 Apr 2024 | 7 min read

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