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Inheritance and windfalls

Inheritance and windfalls

Get information for having conversations with your clients if they have received a windfall.

 

What should you talk about when it comes to windfalls?

Often an area that can’t be planned for, whether it’s receiving an inheritance, bonus or winning the lottery. In this section you’ll find some of the ways to help your clients if they have come into money. 

 

Inheritance

Inheritance can come at any age. Bringing financial impact and opportunity to partners, children, friends and family. Here we examine options for different groups.

Pensions

You’ll find information here for your clients who may be looking at adding a lump sum to a pension.

Matrimonial assets

Learn the practical steps surrounding the transfer of the inheritance tax nil rate band.

Spend

Depending on the size of the inheritance, your client may also want to use it to plan for school or university fees. Or make a gift to a family member.

Bonuses

What happens if an individual is in receipt of a bonus which means they have a high-income child benefit charge.

Conversation starters

In this section you’ll find support to help you with your client conversations.

Advice Opportunities

Insight from our experts on specific generational needs, as well as the principal life events that drive intergenerational needs, helping you open up new conversations.

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It's good to talk...

For any help or support for your client’s needs, please don’t hesitate to contact one of our expert Account Managers. 

"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.