Having commissioned research into inter-generational wealth transfers in the UK (called ‘passing on the pounds’). Our client was keen to share this information with Financial Advisers, Wealth Managers and the national press. There is £5.5m lost in poor estate management, giving our clients, advisers and wealth managers reason to work together, to avoid this money disappearing into a legal abyss. Making the opportunities for the Financial Advisers and Wealth Managers clear helps everyone benefit, including families of inheritance and probate.
A visual introduction grabs the attention and makes the complex data readable
in our brochure. See the full brochure here. We used graphics and infographic charts to show the complex data and how this is relevant in the real world. As part of the launch we also created an animation with even more succinct info, to be played at the events we designed. See the full animation here.