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Case Studies

To see how we can make a real difference – please click on the case study links below to view a PDF with further details.

The Young Family

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

Business Owners

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

Separation & Divorce

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

At Retirement

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

Landowners

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

After Life – Trusts

Trustees of a significant landed estate.

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