Client Events

Client Events - "Preparing For The Third Age"

Please note that for the duration of the Coronavirus Pandemic Outbreak

all meetings will be conducted online

viaZoom Videoconferencing.

"Preparing For The Third Age"

 

Presenting a generic overview of the financial planning needs and  solutions that can be provided for clients who are aged 50 & over.

Topics include;

Pensions Freedoms

Tax Efficient Investing

Making Sure Your Will is "Trust" Worthy

Minimising Inheritance Tax

If you are interested in attending an event in your area, please complete the form below:

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Correspondence
Prosperitas Admin

PO Box 236

Wisbech

Cambridgeshire

PE14 4EB

Call 

0333 433 0246

Prosperitas Consult

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Ancojada Limited trading as Prosperitas Consult is not authorised or regulated to provide

financial advice. All financial advice is provided by other regulated businesses.

Registered Office: Eacs/ 67 Wingate Square, London, United Kingdom, SW4 0AF. 

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