Prudential - What’s stopping clients transferring wealth?Family Wealth Unlocked
With the average UK IHT bill standing at £179,000,* barriers are still preventing clients from taking advice on intergenerational planning. Our new, independent research uncovers what they are in the ‘Family Wealth Unlocked’ report. *The Times.
The report details practical insight for advisers on key issues, including:
- the main reasons families are delaying transfer of wealth
- how families are employing gifting today – and their purpose
- how generations of the same family are using – and sharing – adviser