Selected Work
Projects
A selection of anonymised case studies showing how our advice has changed outcomes for clients.
Succession
Family Business Succession Plan
Structured a tax-efficient succession plan handing a family manufacturing business to the next generation.
Retirement
Retirement Portfolio Restructure
Consolidated five legacy pensions into a single, lower-cost drawdown strategy.
Corporate
SME Growth Financing Advisory
Advised a growing SME on financing structure ahead of a major expansion.
Estate Planning
Estate & Inheritance Tax Planning
Restructured a family estate to significantly reduce inheritance tax exposure.