Pre-retirement
Retiring at 65, with the gift still made.
Can we give our children £500k and still be fine?
Read the case studyCase Studies
See how it works in practice.
Real questions, worked through with a forecast. Each case study shows the pages a client works from, and what they decided.
Retirement Planning
Can we retire, and will it last?
Two couples at two stages: one planning to retire at 65 and still make a gift to their children, and one retiring now who wanted to be sure it lasts.
At retirement
Retiring now, and making it last.
Can we retire comfortably on £10k a month, with some cash allowed for?
Read the case studyWealth Management
Putting spare cash to work.
Cash and gifting
Cash that was only ever there for comfort.
Can we give some of this away, or are we being too cautious?
Read the case studyInheritance tax · legacy
Free to use the property, and still leave a legacy.
Can we keep the property for now, and still protect what we leave?
Read the case study
Business Owners
When the business is the biggest asset.
Business owner · selling
The business was the plan. Now it is only part of it.
Could we sell, step back, and still have enough?
Read the case studyBusiness owner · founder
Protecting the family, without draining the company.
Can I protect my family without weakening the company?
Read the case studyBusiness owner · directors
Rent that goes into their own pensions, not a landlord’s.
Can our pensions buy the building we rent?
Read the case studyYour own picture