Case Study: Pension Planning & Corporation Tax 11th September 2023 Case Studies 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. Read more
Case Study: Income Strategy 23rd October 2020 Case Studies 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. Read more
Case Study: Helping withdraw wealth from the business without giving it to the taxman 23rd September 2020 Case Studies, Investing, Savings, Taxation Two clients who ran a business wanted to take some of the wealth that they had built up in their business out of it. Read more
Case Study: Your Life – Does It Feel Completely On Track To Meet Your Dreams? 9th July 2020 Case Studies, Protection If you could have the absolutely perfect lifestyle doing whatever you wanted, with no worries, what would your life look like? Read more