Case studies

Company Profit Extraction

Business Director Roger and his wife Carol had acquired considerable wealth over the years. They were ready to plan for retirement and wanted help in minimising their inheritance tax.

Married couple, Roger and Carol, are 68 and 67 respectively. Roger was the director of his own limited company. Roger and Carol owned their main residence and had considerable savings and investments totalling around £1.2 million.

They were in receipt of a £70,000 pension income, including occupational and state pensions.

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