How a conversation with us about retirement led to Carole realising that her whole financial future was at risk.
We explain how we reorganised Sheila and George’s assets to make the most of his tax-free lump sum, help their children financially and enjoy a comfortable retirement themselves.
How we helped three directors buy an office for their business without a bank loan or mortgage while also boosting their pension savings.
As a business owner, Jim has many methods of providing income in retirement efficiently and effectively. We helped him put these in place, at the same time reducing his and his business’s tax bills.
How we helped three directors protect the the ownership and profits of the business if one or more of the shareholders and/or directors were to become incapacitated or die, at no additional cost to the business.
