Recent Case Studies

Whatever your situation, there will be a range of solutions for you to look at. Just a few scenarios we have managed are shown below.

OCTOBER 2010 Statement – We have taken down our case studies for a short while, mindful of recent and looming legislation changes in the tax and pension arenas for example. These will be replaced with sample planning examples that cater for these changes and with this tax year in mind, to give you an idea of what can be achieved.

Case study 1 Controlled or capital protected investment
Client Scenario  
Aim/Problem Can she reduce income tax and plan her finances moving forward
click to see the solution+/-
Case study 2 Increasing Ltd company cash flow
Client Scenario  
Aim/Problem  
click to see the solution+/-
Case study 3 Increasing cash flow and reducing tax for the self employed
Client Scenario  
Aim/Problem  
click to see the solution+/-
Case study 4 Releasing a pension fund
Client Scenario  
Aim/Problem  
click to see the solution+/-
Case study 5 A wish to lend secured monies for a return as opposed to invest
Client Scenario  
Aim/Problem  
click to see the solution+/-
Case study 6 A final salary pension scheme dilemma
Client Scenario  
Aim/Problem  
click to see the solution+/-
Case study 7 Providing a personal investment manager
Client Scenario  
Aim/Problem  
click to see the solution+/-

Talk to Us – 02380 457 889

Free Initial Consultation

Click here to send us an email

Most Recent Blogs

< |||| > 1 2 3 4 5

Christmas is coming

December 21st, 2011, General Articles

…….. and the world is looking like a scary place, as we continue moving through uncharted territory. However, there are opportunities to be taken whilst remembering the basics of financial planning – including protecting your assets, minimising tax and aiming for growth – do not change a lot. Bookmark on Delicious Digg this post Recommend [...]