For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

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.

Advice Opportunities

Insight from our experts on specific generational needs, as well as the principal life events that drive intergenerational needs, helping you open up new conversations.

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It's good to talk...

For any help or support for your client’s needs, please don’t hesitate to contact one of our expert Account Managers.