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Inheritance and windfalls
Get information for having conversations with your clients if they have received a windfall.
What should you talk about when it comes to windfalls?
Often an area that can’t be planned for, whether it’s receiving an inheritance, bonus or winning the lottery. In this section you’ll find some of the ways to help your clients if they have come into money.
Inheritance can come at any age. Bringing financial impact and opportunity to partners, children, friends and family. Here we examine options for different groups.
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. 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 Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. 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.