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Leaving a carefully prepared plan to pass on your money and other assets to loved ones after you’ve gone, could be the most valuable gift you give – and can help make the emotional time a little easier.

That’s where our qualified advisers can help – we can review your finances, help you understand the choices you have and advise on the options available for your personal circumstances.

Advisers from M&G Advice are experienced at recommending how to get the most out of your money – using tech-enabled, tailored advice to meet the needs of our clients.

What can an adviser from M&G Advice help you with?

How much Inheritance Tax might my estate need to pay?

Are there tax-efficient ways to pass my savings on to my children?

Can I make gifts during my lifetime, to help reduce Inheritance Tax?

Should I put some of my assets into trust?

We believe these things can be discussed whenever and wherever you want. Your first meeting won’t cost you a penny, and of course, there’s no obligation to go forward with any of our recommendations. Continuing with a recommendation will incur a cost, your adviser will tell you more about the charge.

Simply fill in the form below or call us on 0800 028 6204 (Mon-Fri 9am-5pm) to register for your personal financial review, if you don't already have a financial adviser

Arrange a meeting today – just fill in your details below

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The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.

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'M&G Advice' and 'M&G Advice Service' are trading names of M&G Advice Partners Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is 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.