Intergenerational planning for financial advisers

Intergenerational planning for financial advisers

Insight, expertise and practical solutions from Prudential, to support forward-thinking advisers in extending their expertise and value across more generations of a family. 

 

The growing opportunity for advisers

Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation and the accumulation of wealth, advisers have been providing a holistic financial advice service to entire families, ensuring that wealth is protected and opportunities for growth are optimised from one generation to the next.

 

Materials you can use with your clients

Help your clients start thinking about planning for what they leave behind.

Explore now

 

Intergenerational briefing

The latest news on financial products, regulatory briefings, expert market commentary and research to ensure you’re up to date with new thinking and developments.

 

Ask an expert…

Like the content, but want to know more or have a client in mind? Our Technical and Investment experts are on hand to help out. Just put in your details and type your question in the box below and one of our Account Managers will be in touch.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.