Patrick & Elisabeth’s estate planning

Through effective use of Trusts, we helped saved £140,000 from their Inheritance Tax bill, plus ongoing savings of £16,000 per year.

James’ pension contributions

James is self employed, and keen to make use of his pension contribution allowances. He needed help from a Pension Adviser in Swindon.

Chris & Stella – Investing for Income

Chris was in the process of receiving an inheritance, and wanted to use it to generate additional income, without eating into the capital over time.