Careful planning to save Inheritance Tax and leave a larger legacy
18th December 2017
Why did Charles need our advice? Charles approached us as he was keen to review his financial affairs. In his late 70s he wanted to ‘put things in order’ so…
Careful planning prevents financial catastrophe after career-ending injury
19th November 2017
Why did Paul need our advice? In his early 30s, Paul was still playing football at a high level when disaster struck, and serious injury brought a premature end to…
Making dreams of early retirement a reality
8th November 2017
Why did Linda need our advice? Linda was recommended to us by a friend many years ago. At one of our annual reviews she asked whether it would be possible…
The value of your investment can go down as well as up and you may not get back the full amount invested.
Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.
This case study is for information purposes only and should not be construed as advice. We strongly recommend you seek advice from an independent financial adviser prior to taking any course of action.
