HW INDEPENDENT Financial Management

CASE STUDIES

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.

HWIFM CASE STUDIES

Shareholder Protection

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.

HWIFM CASE STUDIES

The sale of a farm

The process of selling your business might be intimidating, but speaking with an IFA can soothe your concerns.

HWIFM CASE STUDIES

Relevant Life Cover

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. 

Contact us

Get in touch to book a meeting today.

Plan your legacy today to ensure your wealth stays in your family tomorrow. 

For a free, no obligation meeting please get in touch.

Alternatively, feel free to call us on 01606 338914 or 01270 861260

 

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