Jonathan (not his real name) was 48 years old when we were introduced to him by his accountant. He was the major shareholder of a successful engineering firm which he had run for over 15 years and he earned a good living from his endeavours. Whilst the early years of the business were somewhat of a struggle, he was now in the fortunate position of have accumulated significant cash reserves in the company. However he still had some financial frustrations and concerns.
We talked with him at length about his financial situation and that of his business, and what he wanted to achieve in terms of his lifestyle and business. We found that:
We carried out a comprehensive review of his existing tax and financial arrangements and:
The results so far:
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