Prudential has launched a new report – ‘Family Wealth Unlocked’ – designed to help advice firms open up new intergenerational planning conversations with clients.
The report includes new research with clients across the generations and 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.
The Report can be downloaded from the Prudential website HERE.