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.
*Kings Court Trust. https://www.kctrust.co.uk/partner-blog/infographic-intergenerational-wealth **https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/903290/IHT_Commentary.pdf ***https://www.thetimes.co.uk/money-mentor/guide/guide-inheritance-planning/
The choice of generations
Generations of families have depended on us for better futures since 1848. That hasn’t changed. Today, we offer financial advisers a range of intelligent solutions, designed to support the transfer of wealth across generations.
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.