Case Studies

John and Sandra

John would like to retire and has decided to sell his business.   Having built up savings in pension arrangements with a number of providers he would like advice to establish how to provide income throughout retirement from both his pensions and capital from the sale of his business.

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David, an elderly, single gentleman had a fixed and guaranteed source of income along with substantial assets that meant his estate would be liable for Inheritance Tax (IHT) on his demise.

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Carol, the daughter of an existing client, is a junior NHS doctor. Her father recently gifted her £175,000

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