Prudential - How comfortable are families with using the same adviser?Family Wealth Unlocked
With £5,500,000,000,000* (that’s £5.5 trillion!) in UK wealth due to pass to the next generation by 2047, integrated multi-generational IHT strategies are critical to protecting family wealth. Are families benefiting from sharing the same adviser? And if so, how?
*Kings Court Trust.
Find the answers in our new intergenerational planning report ‘Family Wealth Unlocked’.
This extensive independent consumer research aims to help inform your IHT planning and includes:
- to what extent generations are comfortable sharing the same adviser
- which criteria matter most to different generations in selecting an adviser
- the barriers families say are stopping them from transferring wealth earlier