Download the 'Family Wealth Unlocked' report - 2022
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' 2022
To help you open up new intergenerational planning conversations with your clients, we've commissioned new research with clients across the generations. The report shows how families are sharing advisers across generations, how conversations about inheritance are taking place openly and how gifting strategies are being deployed to support children and grandchildren.