Case Studies

Paul (aged 44) & Mary (42) had run a Building Services firm for about 12 years when we were introduced to them in 2002. The business was profitable they had received ‘advice’ over the years from a...

We knew Andy socially (he used to play Rugby with our MD) – several years on Andy & our MD both well past their playing ‘sell-by date’ were chatting (probably over a beer or two) about ...

Mr A Director Aged 36 – 50% Shareholder; Mr B Director Aged 40 – 25% Shareholder; Mr C Director Aged 42 – 25% Shareholder

Any ‘gifts’ of capital and/or income could be subject to Inheritance Tax in the event of death within 7 years of making the gift. Any planning typically involves giving up the right to the capital...


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