Mr B. Came to us with a £10,000 investment. A
thorough investigation revealed a pension fund that would
die with him. By reorganising his pension we have saved the
family, £800,000 and kept in place his care plan with the
Mr and Mrs B. Came to us with a selection of
disjointed investments. By putting in place a proper
strategy we have not only simplified their investment but
also saved their estate from a £250,000 Inheritance Tax
Mr G. Had a large investment to make at retirement.
By using the right investment structure we have saved him
£20,000 a year tax on his investment income.
Mr S. Terminally ill. His occupational pensions would
die with him. We have managed to restructure to preserve
£130,000 of pensions for his sons and for him to enjoy his
last few months.
Mr and Mrs M. Enabled them to buy a larger retirement
property using Equity Release.
Mrs S. A carefully planned Care Fees package meant
that money could never run out for care fees and ensured a
legacy for the family