Prudential - What do clients most want advice on, following Covid-19?What are the main financial areas driving clients to seek financial advice in 2021?
Gifting?! Protecting themselves from financial difficulties?! How to best invest surplus cash?!
You’ll find the answers in our new intergenerational planning report: ‘Family Wealth Unlocked’. It’s the result of extensive research carried out in late 2020 and includes:
- how families are using – and sharing – advisers in 2021
- the reasons today’s families are delaying passing on inheritances
- how families are employing gifting today – and their purpose