Using your pension to buy a commercial property Why did Phil contact us? Phil, along with his two brothers, are business partners in a successful family printing firm. The business was doing well, and the brothers were planning for expansion.  They rented business premises, which were becoming too small for […]

Inheritance Tax Planning by a Power of Attorney One of my clients contacted me to see how we could help. She was concerned about her elderly aunt’s finances. Her aunt (let’s call her Miss B) was a frail, 91 year old lady who was unable to make decisions for herself […]

NHS Consultant looking to retire early We’ll call our client Dr X, she had been a client of ours since 2009.  Throughout that time we had helped her consolidate some historical investments and provided ongoing advice around her NHS Pension – particularly because there had been lots of changes to […]