Case Studies

So we have told you what we do but what have we actually done?

Here are some great examples of the clients we have worked for and the differences we have made for them, please feel free to drop us a line if you might be just like one of them.

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Husband protects wife and child with trusts and lasting power of attorney

By ashermarks / July 12, 2018 / Comments Off on Husband protects wife and child with trusts and lasting power of attorney

It is sometimes said “What good is wealth if you don’t have your health?” Well, Mr C has the former but unfortunately, due to an inherited condition, not the latter. He comes from a wealthy background and has worked hard to build a successful business selling to Government departments. He has a serious illness which…

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Probate Protection Trust makes all the difference to couple in second marriage

By ashermarks / July 3, 2018 / Comments Off on Probate Protection Trust makes all the difference to couple in second marriage

Not everyone has a happy experience in marriage or even with their children and sometimes you need to protect the ones you love and who you want to benefit from all your hard work in the future. I have looked after a lovely couple who are a perfect example of this. Both have been married…

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Future Planning and Business Tax Reliefs Help Local Family Business

By ashermarks / June 29, 2018 / Comments Off on Future Planning and Business Tax Reliefs Help Local Family Business

Running a business can take all of your time, money and effort and you don’t want to see that all go to waste if something happens to you or one of your business partners. We were approached by a Devon based business who need to know what to do with their company to protect it…

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