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.
*Kings Court Trust. https://www.kctrust.co.uk/partner-blog/infographic-intergenerational-wealth **https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/903290/IHT_Commentary.pdf ***https://www.thetimes.co.uk/money-mentor/guide/guide-inheritance-planning/
Download the 'Family Wealth Unlocked' report
Research that enables your to have more informed intergenerational planning conversations
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.