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See below for real examples of how we helped clients.
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Early Retirement
We showed a couple that they could securely afford to retire 5 years earlier than they had originally planned.
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Investment Management:
We helped a couple to obtain security in their investments, giving them more money to spend while avoiding costly investment mistakes.
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Pensions and divorce:
We helped a woman to secure the rights to her former husband’s pension plan, which was granted to her as part of their divorce settlement.
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Sudden wealth:
We helped a couple work out how a sizeable inheritance would be able to change their lives for the better.
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Trustee investment:
We helped some trustees to diversify assets and to look after the interests of the beneficiaries in a tax efficient manner.
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Click on the links to read more information.
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Post retirement planning:
We showed a retired executive that he had enough put aside to fund his future lifestyle and also to buy a holiday home abroad.
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Business Sale:
We helped a business owner to understand how much he needed to sell his business for so that he could have security in his future and make the most of his life.
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Avoiding inheritance tax:
We helped a couple to save inheritance tax by giving excess assets to their children, while providing reassurance that their own future was well provided for.
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Sudden illness:
We helped a couple deal with the implications of a serious illness to the husband, putting their future finances on a secure footing.
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Medical negligence:
We helped a couple to secure the future of their daughter after she received a settlement following medical negligence..
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