This year’s M&G Wealth Family Wealth Unlocked report reveals an often-conflicting set of needs as families balance today’s inflationary pressures with the desire to protect and transfer future wealth. It also highlights the increasingly important role you can play, to facilitate challenging conversations and understand and manage the full scope of a family’s financial position.
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Are openly discussing their finances.
Over 45s say the inheritance they leave now has increased.
Understand that the family situation is as important to clients as adviser pricing.
These articles are specially designed for you to download and send to your clients by email or post.
More and more families are looking to their adviser for help with intergenerational planning. These tools, calculators and insights will help you demonstrate the value of your advice in this crucial area.
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