Inheritance
Studies of when inherited wealth arrives, and of property advantages carried across generations.
Related questions
- How does the age at which inheritance arrives change its economic value?
- What happens to inheritance when retirement and longer lives move bequests later?
- How does inherited property geography relate to South Africa's racial wealth gap?
- How do the type, location, and tenure of inherited property carry advantage across generations?
Relevant claims
- GSX:POP-008: If R1 million remains invested until age 100 at 4 percent above inflation, a living transfer at 35 becomes R12.80 million, an inheritance at 40 becomes R10.52 million, at 55 R5.84 million, at 70 R3.24 million, and at 85 R1.80 million, in constant 2026 rand.
- GSX:WPL-001: For matched descendants, the central scenario produces median marketable net worth after forty years of R3.67 million with a titled township home and R5.24 million with a middle-value suburban home. The difference is R1.57 million, in constant 2024 rand.
Major assumptions
- Average return and starting pay · high sensitivity · GSX:POP-008
- Clean compounding case · high sensitivity · GSX:POP-008
- Matched descendants · high sensitivity · GSX:WPL-001
- No identified causal share · high sensitivity · GSX:WPL-001
- Same R1 million, different arrival age · high sensitivity · GSX:POP-008
- Observed wealth benchmarks · moderate sensitivity · GSX:WPL-001
Datasets
- Inheritance After Retirement · GSX:POP-008
- Inherited Geography · GSX:WPL-001
Connected topics