Below are a selection of case studies we have put together to demonstrate our vast range of knowledge when it comes to financial planning.
We hope you find these useful, if you have any further questions please don’t hesitate to contact us.
HWIFM CASE STUDIES
Inheritance Tax Planning
Our clients main objective is to ensure that following his death, the tax man doesn’t get his hard-earned money and he can retain control of and access to his capital.
Shareholder protection refers to the measures that are put in place to protect the rights and interests of shareholders in a company. Our clients wanted to ensure the business will remain with the family.
Relevant life plans are aimed at small businesses that don’t have enough eligible employees to warrant a group life scheme. These can be set up by the Directors of a company or shareholders in a company.