In this in-depth interview led by IFA Magazine editor Sue Whitbread, M&G Wealth‘s Vince Smith-Hughes discusses the benefits and possibilities that intergenerational financial planning can give clients.
Vince discusses the key findings of M&G’s latest Family Wealth Unlocked report as well as highlighting why extending client relationships to family members is mutually beneficial.
Vince goes on to give some real-life examples of how intergenerational financial planning has benefitted a variety of people within financial services.
Finally, he shows how material developed by M&G Wealth can be used to achieve this level of intergenerational financial planning and the benefits it has for both the adviser and the client.
M&G’s Family Wealth Unlocked report is available now for advisers to use and research – get your complimentary copy here