Already Retired
Securing your legacy in retirement
At Prosperity Financial, we understand that as you progress through retirement, your priorities may evolve towards ensuring your loved ones benefit from your life's work. Balancing the desire to support your family with maintaining your own financial comfort requires careful planning and informed decision-making.
Clarifying your financial path
Enjoying the freedom of retirement is a significant achievement. However, questions may arise about how to assist your family financially without compromising your lifestyle. Concerns about inheritance tax, effective gifting strategies, and estate planning can add complexity to your financial landscape.
How we support you
Our team is dedicated to guiding you through the intricacies of estate planning and wealth transfer.
We offer:
Inheritance tax planning
Developing strategies to manage potential tax liabilities, ensuring more of your wealth is preserved for your beneficiaries.
Gifting advice
Advising on how to financially support your family during your lifetime in a tax-efficient manner.
Estate structuring
Assisting in organising your estate to reflect your wishes and provide clarity for your heirs.
Our approach is rooted in empathy and professionalism, recognising the sensitivity of these discussions.
Contact us
Our experienced advisers are here to answer your questions and provide the guidance you need. Reach out today to schedule a consultation.
