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.
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
Specialist Finance
Security-led funding structure delivers completion capital for live refurbishment project
Specialist Finance
Structured bridge exit into development finance with £2m facility for residential site in Surrey
Protection Solutions
Structured IHT protection strategy for a £2m estate
Protection Solutions
Securing shareholder and key person cover through evidence led medical underwriting
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