Intergenerational planning for financial advisers

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.


Materials you can use with your clients

Help your clients start thinking about planning for what they leave behind.

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Intergenerational briefing

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.


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