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Financial News Updates

News And Updates

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Top 10 tips on writing a will

Everyone should make a will regardless of the value of their assets, age or state of health. The reality however is that in the U.K. today, only 30% of people take this simple but vital step.

It is only by making a will that you are able to ensure that your estate is divided according to your wishes. If you die without making a will it is the law, not you, which directs how your estate should be divided, and the rules on this have not been changed for many years.

Andrew Frazer completes Leeds 10k in record time!

Prosperis adviser Andrew Frazer finished his first race on Sunday 22 June, at the 10k 'run for all'  in Leeds.

Why Make A Will

Only 30% of people in the UK have a will. Most of us think we won’t need one, or put it off to avoid making difficult decisions.

But the reality is everyone should have a will, regardless of their personal wealth, age, or state of health. By making a will you can be sure that your assets are shared out according to your wishes.

If you don’t make a will, the law decides for you. If you’re not married but in a relationship, your partner will not inherit automatically. A wife may not be provided for as her husband would wish if he didn’t have a will – part of his estate could be passed on to blood relatives. And if you don’t make a will, your inheritance tax may increase.

Prosperis adviser on the starting blocks

A financial adviser from Prosperis Limited will be attempting his first long distance run this weekend, at the Leeds 10k ‘Run for All’ race.

Investing in uncertain times - should I worry?

Many investors may be feeling cautious at the moment – the economic slowdown is hitting interest rates and the housing market, and the cost of borrowing is rising as banks become more cautious about lending.

However, even in these uncertain times, investment decisions still need to be made. The natural reaction might be to panic and sell your investments, but is this the best course of action?

Beverley short listed for Yorkshire business award

Prosperis managing director Beverley Webster has been short listed for a prestigious regional business award.

Top 10 tips for surviving the credit crunch

Lee Naylor, resident mortgage adviser at Prosperis, offers some tips on how to save – and even make - money when times are hard.

 

Prosperis gives help to a hero

Prosperis has helped British Army Major Nicholas Shanahan in his cycling quest to raise £12,000 for the Help for Heroes Charity.

Prosperis team is top of the class

We’re celebrating this month as six members of our team passed their Chartered Institute of Insurance (CII) examinations with flying colours.

Prosperis spreads Brazilian magic at Leeds school

The team at Prosperis Limited brought a touch of Brazil to an inner-city primary school this term, by sponsoring a course of Brazilian Soccer School coaching sessions.

Prosperis win prestigious Police contract

Wealth management and employee benefits consultancy Prosperis Limited is celebrating after being appointed to work with Harrogate based charity, the Northern Police Convalescent & Treatment Centre....

Prosperis hits the high notes for the Prince's Trust

The talented team at Prosperis is top of the charts as it celebrates raising £5,100 for the
Prince’s Trust.

Shareholder protection - is your company at risk?

Running a business can be hectic and time-consuming, and it’s easy to overlook the issue of shareholder protection. But what would happen if one of your shareholders died or became seriously ill?

Prosperis puts its money on Garforth Town AFC

Prosperis Limited has been named Official Independent Financial Advisor for its local football team,
Garforth Town AFC.

Pension planning through salary exchange

We’ve all heard of salary exchange schemes such as salary for childcare vouchers, tax-free bicycles for work and mobile phones. Prosperis Director Mark Chandler explores the benefits of planning for retirement through salary exchange.

The Deep End

Prosperis staff disguised as a reincarnation of the Fab Four entered into the charity spirit at Leeds Town Hall as one of the bands taking part in the Leeds stop of the Deep End Tour.

Credit crunch bites the UK mortgage market

There has been a huge amount of media coverage on the ‘credit crunch’ in the UK and the global economy recently. Our mortgage consultant Lee Naylor explains how the credit crunch could affect your mortgage and what action you can take

Halliwells Cavendish Corporate Challenge

Prosperis would like to thank all those who helped raise over £150,000 for the Halliwells Cavendish Corporate Challenge.

Is a Self Invested Personal Pension for me?

A SIPP is basically a personal pension with the taxation benefits being just the same; the individual will have the option to take 25% of the fund value at retirement as a tax free lump sum. Prosperis' corporate director Niall Gunn gives an overview of the benefits of SIPPS.

Children in Need 2005

The 'Prosperis Buskers' took part in a charity concert in Leeds raising the roof with their music and £1,380 for Children in Need 2005

Make the most of your ISA

With the tax year rapidly drawing to a close, how many of you have thought about topping up your ISA account and reaping the financial benefits?

Beverley set to inspire at Sheffield business event

Beverley Webster OBE, managing director of Prosperis Limited, will be giving a ‘warts and all’ account of buying and running a business at the Sheffield Chamber of Commerce Inspiring Women networking day this Thursday 6 March.

Prosperis makes key appointment to mortgage department

Prosperis Limited has appointed its first mortgage consultant to head up the department and meet the demands of a growing client base.

Prosperis' top ten financial new year's resolutions

Mark Chandler, one of the directors’ of Prosperis Limited, gives his top ten tips for financial security in 2008.

Prosperis brings the world of business to the classroom

Two directors at Prosperis Limited are helping to raise the aspirations of young people and prepare them for a career in business.

An expanding Prosperis moves to bigger premises

In recognition of the fact that Prosperis grew as a company last year it was felt important that new premises were sought to accommodate the swelling numbers.
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