HW INDEPENDENT Financial Management
CASE STUDIES
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.
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Plan your legacy today to ensure your wealth stays in your family tomorrow.
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