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Intergenerational planning

Intergenerational planning

Get information for having conversations with your clients about intergenerational planning.

  • Technical information

  • Topics to consider

  • Practical guidelines for clients who are saving to help their families

Topics

What should you talk about when it comes to Intergenerational Planning?

An area that is becoming increasingly important is intergenerational planning. In this section you’ll find information from helping fund school fees, setting up savings and investments to estate planning - including gifts and trusts.

Featured Video

Intergenerational Planning

Get information for having conversations with your clients about intergenerational planning.

1 minutes View transcript

Featured Video

Intergenerational Planning

Get information for having conversations with your clients about intergenerational planning.

1 minutes View transcript

School and uni fees planning

An exciting time for children but not so much for their parents/grandparents if they have not made financial provision to plan for this expense. Here we look at some of the options to help save for this time in your clients life.

School and uni fees case study

Savings

Saving for a child/grandchild’s future is becoming of increasing interest for some people.

Trustee responsibilities

Trustees have a duty of care towards beneficiaries and must act in their best interests.

Gifts

Using your annual allowances each year could not only help your child/grandchild but can also help any potential IHT bill.

Funding a property

More parents/grandparents are getting involved to help their children get on to the property ladder.

  • Funding a property deposit

Conversation starter

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

"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.