Partnerships | 4 min
Accountants and Financial Planners: Estate Planning and The Great Wealth Transfer
April 11, 2024 ・ 4 min read
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Accountants and Financial Planners: Estate Planning and The Great Wealth Transfer
The Great Wealth Transfer is a significant movement of wealth passed down from the Baby Boomer generation to generation x and millennials. Between now and 2050, £5.5 trillion worth of assets is expected to transfer to the later generations in the UK alone, prompting many accounting professionals to prepare for resulting challenges and opportunities that law ahead.
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LEAP Case Study - Harries Watkins Jones
In 2015, the Institute of Chartered Accountants in England and Wales (ICAEW) launched a qualification to enable chartered accountants to handle non-contentious probate. After spotting this as an opportunity for growth and a natural expansion of its work, Harries Watkins Jones set up a separate business to focus on legal services for its clients.
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LEAP and WillSuite launch new end-to-end digital solution for estate planning and management
LEAP, the global provider of legal practice management software, and WillSuite, the estate planning innovator, have joined forces to launch LEAP Estates, an end-to-end digital solution for estate management, probate and lifetime planning professionals.
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