Planning your inheritance? We can help you Prosper.
Your assets are worth a considerable amount and you want to maximise this
potential in order to secure a lasting legacy for your family’s future. Alternatively,
you may want to pass your money on to another person, or charity.
You want your hard-earned money to provide the biggest benefit for your family,
and so you want to do what you can to avoid inheritance tax. Overall, you want to
control how your money is passed on, so you can be sure you always have enough
for your own needs.
WE CAN HELP YOU MAXIMISE
THIS UNIQUE OPPORTUNITY
Our Prosper service will help you to get clarity on your long term goals and to focus on how to make the most out of your legacy.
YOU MAY HAVE MANY QUESTIONS AND WE CAN HELP YOU EVERY STEP OF THE WAY
CONTROL YOUR FUTURE
You want to pass on your inheritance for the maximum impact, but it is important to
ensure that you do not leave yourself short. There would be no point in avoiding inheritance tax only to have to undo your plans at a later stage, if you then need the
WHAT MATTERS MOST
Our Prosper service provides you with clarity on your financial position which gives you a better perspective on what is of the most importance to you. Until you have this clearly defined it is difficult to start focussing on what goals you want to acheive and crafting a plan of how you are going to get there.
SAVE INHERITANCE TAX
You are probably interested in how to plan your legacy because you have identified a large liability for inheritance tax when you die.
There are many established methods to allow you to save inheritance tax, and this guide explore some of these ideas. With some careful planning, you can
avoid inheritance tax safely and legally.
EXPLORING YOUR OPTIONS
Using our planning software we can explore the long-term effects of any number of different scenarios. This real-time view of the consequences of possible choices you may make is invaluable as a tool to help you understand how best to use your new found wealth.
SEE THE BENEFITS
If you can demonstrate to yourself that you will not need access to all of your assets
you can instead pass on some of your wealth while you are still alive. The main benefit to you of this approach is that you will get to see the positive benefits that your wealth can bring to others, while you are alive to experience it.
GROWING YOUR WEALTH
We will manage your investments so that you can sit back and watch your wealth grow, safe in the knowledge that your assets are generating your desired income and your money is being looked after by regulated experts with a proven track record for growth.
EXPERIENCE THE FEELING OF SATISFACTION
Knowing that your legacy will provide the biggest benefit to those you love, whilst enabling you to have enough for your own needs.
Welcome to our Prosper service.
Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.
We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.
The service focuses on three main areas…
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.
By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future. We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.
By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.
During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.
Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.
Get your free mini guide on
How to Prosper when
Planning your Inheritance
This FREE Mini Guide is perfect for you if you are planning to help others benefit from your inheritance, and want to know how to save inheritance tax while ensuring you have a secure future.
Read what our clients think of our service...
See what sets us apart from other independent financial advisers...
Start taking control of your future today…
Call us on 01206 919101 or request a call back below
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.
Click below and discover our Prosper service.