Our Work
Case Studies
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Our Work
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Relevant Life Cover
£850,000 Relevant Life Plan Structured for a Company Director – Improving Tax Efficiency and Reducing Potential Future Inheritance Tax Exposure
High Value Mortgages
£3.1m Barrister Remortgage Secured on a More Competitive Rate
High Value Mortgages
£1.08m at 90% LTV arranged for a newly qualified barrister
Relevant Life Cover
£1m of Relevant Life Cover for a Limited Company Director, Arranged Alongside a Buy-to-Let Mortgage
High Value Mortgages
£1.3m New Build Purchase Completed in Six Weeks – High-Rise Lending and Let-to-Buy Structuring
Later Life Lending
£1.3m Lifetime Mortgage Secured on a Country Estate to Clear Existing Borrowing and Support Lifetime Gifting
Specialist Finance
Second charge bridging: raising capital on a high-value home without disturbing an existing mortgage
Later Life Lending
Structuring Later Life Lending to Support Lifetime Gifting and Inheritance Tax Planning
Relevant Life Cover
£4m Relevant Life Cover for Entertainment Industry Directors – Correctly Structured for Full Tax Efficiency
High Value Mortgages
£3.6m London Purchase with Two Existing Mortgages in Place – Barrister Income and Large Loan Structuring
High Value Mortgages
£1.4m Interest-Only Offset Mortgage for Barristers in London
Later Life Lending
Structuring Later Life Lending for a Non-standard Property Purchase Before Sale
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