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.