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.
“What a relief I feel to have my finances organised by a reliable, approachable and supportive team.”
Chris Wakeling
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
money.
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.
What do our clients have to say about us?
ATTENTION TO DETAIL
“The Woodruff Financial Planning team are great; they’re professional, knowledgeable and demonstrated great attention to detail. Dan is refreshingly honest with his approach. I most definitely recommend Woodruff Financial Planning.”
Paul Field
“You keep things simple, explain things clearly, and do not use jargon.”
“You are always on hand to answer questions promptly.”
“You have a personalised and very knowledgeable service. We trust your advice.”
“It is good to be able to speak to someone rather than an impersonal approach.”
%
of our clients say our advice is easy to understand
%
of our clients say they trust us to look after their best interests
%
of our clients say we are responsive to their questions
%
of our clients say we care about their needs
%
of our clients would recommend us to a friend
%
of our clients say they get value from our service
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…
CLARITY
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.
FOCUS
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.
FREEDOM
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.
Click below to learn more about how our Prosper service works
OUR PROCESS
Designed with you in mind.
The discovery meeting allows us to find out about you and also helps you to decide if you want to work with us. We ask a series of questions to understand what’s important to you, and what your primary goals are for the future. We use visualisations to explain the Financial Planning process so you can evaluate how it could benefit you. We send you a Service Proposal to explore the issues from this meeting and explain how our service will work for you.
In the fact find meeting we gather the data we need to understand your finances. We conduct a comprehensive data analysis of your income, expenses, assets, and liabilities, so we can examine current and future spending patterns. We need comprehensive details to fully evaluate your position so we can plan for your future. We help you to make sense of your money and fill in any gaps in your data. We will follow up with further queries to your product providers.
Your financial plan examines your current finances, based on reasonable assumptions about the future. We assess possible gaps in your planning you might not consider, so you can be in a more secure position. We compare the current position with different scenarios, so you will immediately see the benefits of any improvements we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.
Your financial plan will give you a series of recommendations to improve your financial security, and also work towards a better lifestyle. With a clear financial plan in place to achieve your goals, we can implement an investment management portfolio or arrange any appropriate financial products to meet any needs we identify. We'll do the administration so you can sit back and relax as we work hard to help you achieve the life of your dreams.
REVIEWING YOUR PLAN
You will receive regular contact from us with investment valuations every 3 months (although you also get access to our portal for daily valuations if you prefer). You will be offered at least one annual meeting to review your Financial Plan and investment portfolio, making the necessary adjustments for your current circumstances so that you remain on track to achieve your goals. We'll also update you with tax data, and make sure you use tax allowances as early as possible for maximum benefit.
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.
Want your free mini guide?
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Got a Question? Call 01206 919101
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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.
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