Case Studies

Our mission is to bring to our clients a lifetime planning experience, where the advice is uncomplicated, clear and, at all times, meaningful.
Case Study: Pension Planning & Corporation Tax

Robert would like to exit the business at age 57 to enjoy a long retirement and, to date, has not made pension contributions to achieve this objective.

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Case Study: Income Strategy

Jane, aged 57, is the sole director and shareholder of ABC Ltd. ABC Ltd remunerate Jane by paying a gross salary of £12,500 not subject to tax.

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Case Study: Helping withdraw wealth from the business without giving it to the taxman

Two clients who ran a business wanted to take some of the wealth that they had built up in their business out of it.

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Case Study: Your Life – Does It Feel Completely On Track To Meet Your Dreams?

If you could have the absolutely perfect lifestyle doing whatever you wanted, with no worries, what would your life look like?

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Case Study: A Tale of Two Widows

Keith Parkinson highlights the importance and value of having the appropriate life cover in place.

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protecting my family
Case Study: The Power Of Regular Financial Reviews

We would like to share the story of one of our clients. A lovely family […]

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