Mrs W is a 55-year-old woman who came to us with the aim of using her pension fund to clear her existing debt of £29,000, because she was having difficulty … Read More
Case Study 2 – Using Marriage Allowance rules to reduce tax bill
Richard and Paula are existing clients of ours and are both retired. Following their annual review with us, it became apparent that Richard had suddenly started paying tax at the … Read More
Case Study 4 – It’s worthwhile taking time to revisit older investments
Mrs M and her late husband had been long-term customers of a major high street bank. Over the years, Mrs M had experienced less and less contact from the bank … Read More
Case Study 3 – Unearthing a forgotten protection policy
A few years ago, Chris and Linda had set up their own business. During a consultation with their adviser, recommendations were made to safeguard their financial future, including a suggestion … Read More