Success stories
Here are a few recent case studies that will give you a sense of how we approach complex situations and the action steps we take to establish the best possible outcome for our clients.
Pension and divorce
Ann and her husband sadly divorced. As part of the financial agreement, Ann received a share of her husband’s final salary pension of almost 50%.
Protection for your family
Darren and Lucy are a young aspiring couple referred to us by Darren’s father, an existing client. Unfortunately, the reason for the initial meeting was that Lucy’s parents had died in an accident, resulting in a substantial inheritance.
Income and inheritance tax mitigation
A client’s late husband’s accountant introduced her to one of our investment and estate-planning consultants. She had recently been widowed, and had never been involved in the running of their financial affairs. Her pressing need was income, as her widow’s pension was insufficient and she was already drawing from her bank deposits to cover monthly expenditure.
Retirement planning
Trevor had reached age 60 and his small printing business was flourishing. He needed to make an investment in his business in order to expand but was having difficulty securing finance for this purpose.
Inheritance tax planning
Robert and Susan are a dynamic husband and wife team who run a successful company. They became concerned about the amount of inheritance tax (IHT) that their two daughters might have to pay when they die.
