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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.



The sum expected to be passed to the next generation in the UK 2020-2047*


The number of UK deaths resulting in an inheritance charge bill in latest HMRC data**


The average UK IHT tax bill, with many families neglecting financial planning*** 


The scale of consumer IHT receipts in 2019/20****


Download the 'Family Wealth Unlocked' report

Research that enables your to have more informed intergenerational planning conversations


The value of Intergenerational planning

This short video introduces what Intergenerational Planning is and how it could help your clients get their money to the right place. 

Featured Video

2 minutes

Case Studies

Read our range of case studies to help put your client’s scenarios into context

Read client case studies


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.


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"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.