Investing for your future and that of your dependents is not something to take lightly and at Prosperity IFA we have a vast amount of expertise in this area.
Whatever your stage of life, it is important to plan for your future. Pensions can be a great way to save, but with so many choices on the market it can be difficult deciding which one is the best for you.
Our tax planning ranges from the straightforward options that everyone should be aware of, to more bespoke arrangements for those with more complicated or more profitable businesses.
Life & Health Insurance
When choosing life insurance, it is important you select the right type of policy that suits you. Sometimes you might need more than one policy – for example if you want cover for your mortgage and also want to make some provision for your family.
Prosperity IFA can help you with all aspects of estate planning; writing a will, the creation of trusts, funeral planning and, most importantly to reduce, or even potentially mitigate, inheritance tax.
School Fees Planning
As with all our services that we offer, our plans are bespoke, making sure your school fees are affordable, efficient and sustainable, and often presenting huge savings
At Prosperity IFA, as all our advisors are completely independent, we have access to the whole of market and will find the best deal for your particular circumstances.
If you are heading towards retirement and are looking for a way to free up some additional funds, a life time mortgage could be the perfect solution.