Patrick & Elisabeth’s estate planning
![Inheritance tax](https://crowoodfs.co.uk/wp-content/uploads/2024/04/trust-concept-1024x670.jpg)
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
![](https://crowoodfs.co.uk/wp-content/uploads/2022/08/Investments-general-savings2-1024x692-1.jpg)
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
![](https://crowoodfs.co.uk/wp-content/uploads/2022/08/female-accountant-team-is-analyzing-data-documents-in-the-office-1024x701.jpg)
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.