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.
An already wealthy client inherited £100,000, which he wanted to invest…
A firm of solicitors that owned several office buildings…
A retired man receiving a civil service pension had been made redundant from his post …
Mrs Jones Age is 60 years of age, has a salary of 70,000 per annum and wants to retire at age 62.
How to convert a pension find into cash and save IHT.
How can you have assets ZERO rated for inheritance tax and yet still be able to access your money?
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.
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
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