Case Studies

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August 24, 2021

Tax planning for Landlords

Overview This is a simplified version of what can be achieved by restructuring your property portfolio. Mr & Mrs James

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August 24, 2021

Protection & Inheritance Tax (IHT) mitigation

Overview Mr & Mrs Jones are married and have x3 grown up children. Their estate is valued at £1,700,000 (main

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August 24, 2021

Protecting an Estate from third parties

Overview Mr Smith was widowed and had x2 children, John & Julia. His estate was valued at £500,000 (£450,000 house

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