---
title: "Ep 57 Leaving money to your loved ones"
url: https://www.philandersonfinancial.co.uk/ep-57-leaving-money-to-your-loved-ones/
description: "About this episode The baby boom generation now hold over half of all UK private wealth. In contrast, today’s younger generation face significant obstacles…"
updated: 2021-10-11
publisher: Phil Anderson Financial Services (FCA 631218)
---

# Ep 57 Leaving money to your loved ones

![](/wp-content/uploads/2021/09/Ep-57-2.jpg)

**About this episode**

The baby boom generation now hold over half of all UK private wealth. In contrast, today’s younger generation face significant obstacles to accumulating wealth, due to high levels of student debt, expensive housing and the rising cost of saving for retirement. As a result, there has never been such a wide disparity in wealth distribution between the older and younger generations and the need for intergenerational financial planning is more relevant than ever before.

> “What you did for us took all the worry away and answered all the questions.” (Katrina, Orkney)

[Speak to an adviser](#enquiry)

It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice, and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only.

## More episodes

  [Podcast · 14 November 2022 ### Ep 112 – Investing in Whisky with guest expert Alistair Moncrieff](/ep-112-investing-in-whisky-with-guest-expert-alistair-moncrieff/)

  [Podcast · 14 November 2022 ### Ep 106 – Pensions for the self-employed](/ep-106-pensions-for-the-self-employed/)

  [Podcast · 15 August 2022 ### Ep 100 – 100 not out!](/ep-100-100-not-out/)

    [Trusted since 2011 · read client stories](/testimonials/)

> “What you did for us took all the worry away and answered all the questions.” (Katrina, Orkney)
