Case Studies

See below for real examples of how we helped clients like you.

 

Pre-retirement planning

We helped a couple to plan for early retirement based on their existing assets and savings. Our analysis showed them how they could live securely for the remainder of their lives.


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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:

After divorce, we helped a woman 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 developed an investment plan for a trust, which satisfied the trustees’ need to diversify assets and to look after the interests of the beneficiaries in a tax efficient manner.


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Gifts after inheritance:

We showed a couple that they could afford to give away their inheritance to their children.


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Retirement annuity advice:

Our advice enabled a client to boost their guaranteed retirement income by more than 30%.


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Family bereavement:

We helped a recently widowed woman come to terms with the financial changes in her life following the death of her husband. We saw her through the process of re-assessing her financial situation, and helped her secure her future.


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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 2 business owners to prepare their business for sale. We showed them how much they needed to generate from the sale of the business so that they could have security in their future and make the most of their lives.


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Avoiding inheritance tax:

We put in place a programme to allow a couple to pass on assets to the next generation in their family; this helped them to save inheritance tax, while providing reassurance that their own futures were secure.


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Gifts after inheritance:

We helped a couple to establish how much of an inheritance they could afford to give away to their children, but still remain financially secure.

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Sudden illness:

We helped a couple deal with the implications of the husband’s serious illness, 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 which left her disabled.


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Deputyship:

We helped a wife deal with the implications of her husband’s serious illness, after she was appointed his Deputy by the Court.


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Business property relief after a power of attorney:

We helped a client to save £350,000 in inheritance tax by using a Business Property Relief investment after grant of a power of attorney.

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