Business Owner
Clients in mid 30s. Combined income of over £200,000 a year. Minimal existing assets. Current savings rate of £2,000 p.m.
Corporation tax saving over the next 12 months of £19,760
Financial freedom projected by 55.
Contractor
Client recently started a new contract, estimated income of £200,000 p.a. Existing pensions worth £350,000 and pension contributions of £40,000 last year.
Corporation tax saving of £7,600
Full protection for family
Business Owner
Early 40s, assets of £900,000 excluding pensions. Income approx. combined of £100,000 a year making minimal monthly savings.
£100,000 saved in tax payments
Personal tax relief of £12,000
Executive
Early 40s, pensions of £200,000+, significant debts.
Realigned pension portfolio to match goals.
Reduced costs of their pensions.
Debt repayment plan.
Financial plan to make work optional age 60.
Protection
Business director who is a busy parent, short on time, looking to protect herself and her business to sell her company in 3–5 years for over 7 figures.
Commercial Property
Both directors looking to retire in next few years. Assets of over £900,000 excluding businesses.
Kind words…
Case Studies Summary
