Background Our client was 49 years old last year. He was the major shareholder of a successful firm, which he had run for over 15 years & earned a good living. Whilst the early years of the business were a struggle financially, he was now in the fortunate position of have accumulated significant cash reserves … Continue reading Limited Company Profit Extraction

Background We were contacted by the 61-year-old friend of one of our existing clients. He asked for our help with his Pension. He had telephone his three existing pension providers and received a large amount paperwork in the post.  We offered an initial meeting without charge or obligation to see how we could help.  Client … Continue reading Retirement Income

Background We were introduced to Jim aged 73. A retired Medical Practitioner who was referred to us by one of our accountancy connections Client Concerns & Immediate Issues Had taken retirement from the NHS Superannuation age 65 in 2004 Current Pension is £67,000 per annum Wanted to take the benefits of a small personal pension … Continue reading Simplifying Pensions Simplification

Background We were introduced to Mark (aged 54) & Mary (52). A successful couple who had accumulated an amount of wealth mainly in Cash deposits Client Concerns & Immediate Issues They were becoming frustrated with the amount of paperwork they were receiving and juggling cash investments to find the best rate. They had no idea … Continue reading Investment in Cash