Prosperity Wealth Management Ltd
Who We Help
The Business Seller
After selling their company to a FTSE 100 buyer, the client faced a dramatic change in circumstances—moving from a significant income to a single capital sum. We worked with them to build a plan that turned this into a regular, stable income stream, supporting their lifestyle and long-term goals.
Over the years, we’ve helped structure intergenerational gifts, establish trusts, and invest in business relief‑qualifying assets to support future estate planning. What began as a liquidity event has evolved into a carefully managed legacy—providing financial security not just for the client, but for their children and generations to come.
Over the years, we’ve helped structure intergenerational gifts, establish trusts, and invest in business relief‑qualifying assets to support future estate planning. What began as a liquidity event has evolved into a carefully managed legacy—providing financial security not just for the client, but for their children and generations to come.
The Multi-Generational Family
Our relationship with this family began with the grandparents—first-generation wealth creators whose financial success laid the foundation for the future. Following their passing, we’ve continued to support the next two generations, ensuring that the values, discipline, and foresight that built the wealth remain at the heart of how it’s managed.
Each family member has their own plan, aligned to their life stage, goals, and responsibilities. But it’s the cohesion between them that matters most. We’ve helped the family structure their affairs tax-efficiently, instil good financial habits, and ensure that the wealth created doesn’t simply dissipate over time—but is preserved, grown, and used with intention.
Each family member has their own plan, aligned to their life stage, goals, and responsibilities. But it’s the cohesion between them that matters most. We’ve helped the family structure their affairs tax-efficiently, instil good financial habits, and ensure that the wealth created doesn’t simply dissipate over time—but is preserved, grown, and used with intention.
