The next generation is set to inherit over £5.5 TRILLION, you have an amazing opportunity.

From our recent survey, we know that on average, 65% of beneficiaries will inherit over £200,000. They're going to need support and estate plans of their own, but only 23% of you have a direct relationship with them.

Join us as we explore our survey findings and discuss why you can’t ignore the drastically different buying behaviours coming your way. We’ll also look at what your competitors are investing in to meet the needs and attract their clients of tomorrow.

Here's a Glimpse of What We'll Cover:

Expanding Your Client Base: Discover why targeting solely the 60+ demographic may be limiting your potential. We'll explore the significance of reaching out to Generation X and Millennials and how they represent emerging opportunities for estate planning.
The Great Wealth Transfer and Inheritance: Learn about the impending Great Wealth Transfer, how much beneficiaries are set to inherit, whether they’re trusted to manage this inheritance and the impact this is having on different generations.
Adapting to Digital Trends: Explore how your peers are digitising their practice to enhance client engagement with the next generation. Discover new ideas on how to connect with and reach younger clients.
Top Tips for Engaging Millennials: Get actionable tips on how to effectively engage Millennials in estate planning. From digital capabilities to education and convenient services, learn how to tailor your approach to resonate with this demographic.

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Arken Legal

Software that helps you achieve uniformity, enhance precision and draft 10 times faster

Arken Legal’s software is designed to help estate planning professionals streamline their document drafting processes. From Wills to Trusts, our software reduces the chance of errors, it uses Legal Advisory Board monitored precedents and clauses, so you can implement standardised wording, formatting, and branding across your business.

Digital instruction taking, data capture, online Wills and digital lead generation is also available to help you scale and grow your business. We have the solution to meet your needs, which is why over 6,000 professionals and some of the best names in the industry trust our software to support their business.

Visit our website to learn more