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 Solutions for a wide range of Intergenerational Planning needs

Solutions for a wide range of Intergenerational Planning needs

Over the years, we’ve built up a diverse range of trusts, bonds and investments that cater for the needs of both the current – and future generations. 


Adviser client solution finder

In this section you’ll find many of our financial solutions grouped by client need. Click on the solution link to get all the information you need. Or speak to your Account Manager.


Estate Planning

Typical client needs:

  • Ringfencing capital cost-effectively 
  • High Net Worth tax planning 

Passing on family wealth

Typical client needs:

  • Leaving a legacy 
  • Pensions with nominees
  • Ringfencing capital
  • IHT mitigation

Wealth Planning for in-life events

Typical client needs:

  • Planning for school and university costs 
  • Saving for an event (eg wedding, mortgage deposit) 
  • Planning for later life care (clients or their parents) 

Making the most of an inheritance

Typical client needs:

  • Investing
  • Tax-efficiency
  • Building a nest-egg for future generations

Tax-efficiency and tax mitigation during life

Typical client needs:

  • Utilisation of allowances for all family members
  • Optimising your legacy
  • Trusts that permit capital growth and income

Getting the next generation saving

Typical client needs:

  • Building up a deposit
  • Utilisation of family-wide allowances

Product solution options


Fund Solutions for every generation

Over the years, families have turned to our fund solutions to look after their families’ futures.

Today, the performance of our range of passive, active and smoothed fund solutions is driven by the Treasury & Investment Office (T&IO), one of the UK’s largest and best resourced multi-asset investment managers. With £178bn in AUM they are leaders in asset selection and allocation, the key driver of performance. 


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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.