WELCOME

Welcome to the Spring edition of our Prosperity Newsletter.

As the days get longer and the temperatures begin to rise, spring is on its way. It’s a time of renewal and warm weather - a welcome break from those cold winter months!

This issue focuses on a number of topics, including private school fees, what to do when someone dies, mortgages and tax year end planning. There is something here for everyone!

Private school fees are an important consideration for many families. It can be difficult to navigate the financial aspects, but we can help make it easier.

The death of a loved one is a difficult time for everyone involved, It’s important to know what steps need to be taken.

Mortgages are an important financial decision for many individuals and families. We can help you find the right mortgage for your needs, as well as provide advice on how to best manage it over time.

Tax year end planning can seem complex, but it’s something that we take seriously. We’ll help you understand the process and make sure that you don’t miss any important deductions or credits.

We hope this newsletter provides some useful information to help you manage your finances more effectively. If you have any questions or concerns feel free to contact us at any time. We’re here to help you make the most of your financial situation and provide personalized advice tailored to your unique needs.

Reme Holland Financial Planning Partner