UK investors are turning their focus to wealth transfer, according to new research.
BRI Wealth Management found a shift in clients’ priorities in the past two years.
The number of pre-retirees ranking passing on wealth as a top-three concern rose from 31 per cent in 2023 to 52 per citing it as their number one priority in 2025.
Dan Boardman-Weston, chief executive at BRI Wealth Management, said: “This research reflects the evolution of investor priorities in a post-pandemic, high-inflation environment.
“While market performance will always matter, families are increasingly focused on protecting wealth, supporting the next generation, and preparing for the realities of ageing.
“These findings highlight the need for holistic wealth management, estate planning, intergenerational transfer, later-life care, and tax efficiency, alongside investment returns.”
The research also showed investment returned mattered less for the company’s clients.
In 2023, 58 per cent of pre-retirees said the level of investment returns was their greatest worry. This figure dropped to 45 per cent in 2025.
For those not yet retired, ensuring family financial security if something were to happen to them has risen from 25 per cent in 2023 to 39 per cent in 2025.
While for retirees, later life care was also a rising issue, with the cost of old-age care becoming the leading concern in 2025, overtaking both investment returns and retirement lifestyle.
tara.o’connor@ft.com
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