Case StudiesRead how we helped clients with specific issues
Featured Case Study
How moving to a QROPS saved £330,000
Mrs Jones, a 68 year old widow, had lived and been resident for tax purposes in Spain for the previous 13 years. She was currently in Drawdown within a SIPP with a value of £600,000. As the income she withdrew from her SIPP was paid to her gross, she choose to declare this income in Spain,…
Investments Case Study
What is a good investment?
Many clients can relate to the experience of Sarah when they read our investment case study. For…
Financial Advice Case Study
We all make plans for the future
Financial Planning is thinking about the future and making plans for what we would like to happen. …
Savings Case Study
Are you paying or receiving interest?
One of the things that savers often overlook is the fact that they may be paying interest to someone…
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