Prudential launches ‘Family Wealth Unlocked’ Report

14 May 2022

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.

Professional Paraplanner