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Download The ‘Family Wealth Unlocked’ Report

Research that enables you to have more informed intergenerational planning conversations

Get your copy below

 

Some of the practical insight you’ll find in ‘Family Wealth Unlocked’

To help you open up new intergenerational planning conversations with your clients, we've commissioned new research with clients across the generations. In the report you'll find; the barriers stopping clients from starting Inheritance Tax (IHT) planning, the most important factors for different generations in selecting an adviser, the issues that are prompting different generations to seek advice and ways families are using and sharing advisers.

Get your copy of the report

To access your copy of the report, simply fill in your details.

Intergenerational planning Hub

Visit our hub for insight and practical solutions, to support you with extending your expertise and value across more generations of a family.

 

Watch a brief introduction to the report

We’ve made a short video that tells you more about ‘Family Wealth Unlocked’ and how it can help you add further value to clients.

Featured Video

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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.