What is stopping clients adopting wealth transfer strategies?

A long standing subject for debate amongst advisers has been why do so many families leave in-life wealth transfer so late? New research from Prudential has asked a multi-generational audience to give their primary concerns for gifting part of their inheritance early, to enable you to better communicate the human and financial value of this to them.

But what are clients’ concerns?

How can you help overcome them?

These questions, and more, are answered in the latest research report from Prudential entitled “Family Wealth Unlocked”.

Access Prudential’s enlightening report “Family Wealth Unlocked” HERE