Family wealth planning – connected
through you

Insights and practical solutions to help you extend your expertise across more generations of a family.

Get your copy of the Family Wealth Unlocked report

Family Wealth Unlocked report

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.

 Get your copy of the 2023 Family Wealth Unlocked report

Please complete the form below to download your copy of the report, we'll also email you a copy.


Key findings

16% fewer families

Are openly discussing their finances.

One in four

Over 45s say the inheritance they leave now has increased.

Over 25%

Understand that the family situation is as important to clients as adviser pricing.

Useful articles to get the conversation started

These articles are specially designed for you to download and send to your clients by email or post.

Five fundamentals of estate planning

Will you leave an inheritance tax bill?

Five tips – using gifts to reduce inheritance tax

Three tips for passing your pension on to your loved ones

Helping Grandchildren with education expenses to manage IHT

Estate planning guidebook

Client guide to trusts

Blogs for your clients

We've adapted website articles and newsletters into content that you can share with clients.

View the blogs

Useful materials

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.


Inheritance modeller

School and university fees calculator

Bond gain tool


The SIFA professional handbook of trustee investment

An adviser guide to next generation planning

Financial planning for pensions and divorce

2022 Family Wealth Unlocked report

Read last years report and see how it compares to this year's.

Download the report

Ask the expert

Like the content, but want to know more or have a client in mind? Our technical and investment experts are on hand to help out. Just put in your detalis and type your question in the box below and we'll be in touch.

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M&G Wealth Platform

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