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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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Download the 'Family Wealth Unlocked' report 2022

Research that enables you to have more informed intergenerational planning conversations

Five simple ways to engage your client with the next generation

In this article Vince Smith-Hughes outlines five simple ways to start a conversation with your clients as to why they should engage with the next generation.

Financial advice opportunities

Here you’ll find client case studies, details of life events that open up new conversations and insight on the differing financial needs of clients.

Solutions for a wide range of IGP needs

We pride ourselves in a range of products designed to meet complex multi-generational demands, helpfully grouped here by client needs.

Case Studies

Read our range of case studies to help put your client’s scenarios into context

The SIFA Professional Handbook of Trustee Investment

The 9th edition written by our M&G Wealth technical team is now available online.

Next generation planning guide

This guide has been produced by Intelligent Partnership and Les Cameron from the M&G Wealth Technical Team has contributed to it. 

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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