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

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%.

Read the full case study >

Protection for your family

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.

Read the full case study >

Income and inheritance tax mitigation

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.

Read the full case study >

Retirement planning

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.

Read the full case study >

Inheritance tax planning

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.

Read the full case study >

Harvey Curtis Case Studies
Pension and divorce Protection for your family Income and inheritance tax mitigation Retirement planning Inheritance tax planning Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA Brighton IFA