3rd August 2016
Prudential:...so which IHT clients should you look out for?
By 2018 twice as many people in the UK will pay inheritance tax* and the number of families facing inheritance tax is set to reach a 35-year high*.
Do you know what type of client to look out for?
Prudential’s ClientFinder tool can help.
ClientFinder will identify the concentration of different client types in an area you select. There are eight different client types on ClientFinder and each one has different financial needs that they could be looking for help on.
For example, the client type Sage investor is someone who are in their 60s, likely to hold a number of investments and have built up a substantial estate. As a result, estate planning solutions could be at the top of their agenda right now.
As well as the concentration of the different client types, you can also find out more about them and get easy access to support material to reach them.
* FT Adviser, February 2016
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