Helping you take control of your finances

Professional financial advice from professional people

Case Studies

Whatever your financial needs, we pull out all the stops to create effective and secure financial solutions for you.

Examples of where we have made a real difference include maximising income and financial opportunities for a retired army officer, achieving significant tax savings for a firm of solicitors and freeing up a windfall whilst minimising inheritance tax for a client. Here is an outline of what we did.

Freeing up a windfall whilst minimising inheritance tax

An already wealthy client inherited £100,000, which he wanted to invest…

Achieving significant business tax savings

A firm of solicitors that owned several office buildings…

Maximising income and financial opportunities

A retired man receiving a civil service pension had been made redundant from his post …

Maximising on proposed pension changes

Mrs Jones Age is 60 years of age, has a salary of 70,000 per annum and wants to retire at age 62.

Inheritance tax Agriculture land and pensions

How to convert a pension find into cash and save IHT.

Inheritance Tax Mitigation – having your cake and eating it

How can you have assets ZERO rated for inheritance tax and yet still be able to access your money?

Estate Planning – Deed of Variation

For many people a deed of variation can be a very important part of planning ways to pass on an estate in a tax efficient way.

EIS Case Study

For some people it might be possible to invest into an EIS (Enterprise Investment Scheme) and claim back 30% of the investment in tax relief.

  • Financial Planning
  • Pensions and Investments
  • Wealth Preservation
  • Corporate Services
  • 01225 316416
Scroll to Top