Case Study: Getting Maisie mobile with equity release
Maisie aged 70 has been a motorcyclist all her life but lately she’s suffered ill health and can’t risk riding a solo motorcycle anymore. Divorced and with grown-up children who…
Neil’s Blog
Case Studies: Claims Handling Successes – Compensation we have won for clients
So-called ‘claims management companies’ charge clients anywhere between 20% and 40% plus VAT of the compensation obtained. Our fees are usually less than £2000. Our clients get to keep the…
Case Study: We saved a business 30% on its key person cover costs
John and Paul ran an advertising business with their wives, Greta and Jo, and bought commercial premises with a £250,000 mortgage from HSBC which also happens to own its own…
Case Study: How we worked out a more affordable solution for a young couple
Simon and Petra were among our first clients in 2004. They called us for advice a couple of months after they’d bought their first house together. Like many young couples…
Case Study: How we enable limited company owners to save money and tax on life assurance cover costs
The Benefits of Relevant Life Policies Relevant life policies whose premiums are paid by the company offer significant benefits for company owner-directors and their employees compared with personally-arranged cover paid…
Case Study: How we enabled a business-owning couple to save tax, pay off their mortgage and build a secure pension fund
Gerard and Katie own a large city-centre hairdressing business including the business premises which they bought as a personal asset some 20 years ago. The building has a penthouse apartment…
