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Case Studies

To see how Colin and Hugo can make a real impact on clients just like you, why not check out our short case studies.

The Young Family

Dr and Mrs Client – a GP and a Teacher, aged 32 and 29, married with young children.

Mr and Mrs Client, 58 and 53, successful property developers with significant assets.

Mrs Client, aged 52, divorcing after 25 years of marriage, with significant pension and property assets built up in the marriage.

Mr and Mrs Client, 64 and 61, wishing to review and consolidate their pensions.

Major and Mrs Client, in their 70s, with considerable IHT issues

Trustees of a significant landed estate.