Case studies

Tax & Retirement Planning

Directors Alan and Susan were concerned about how higher-rate taxes and outstanding loans on their commercial and personal properties would affect their retirement.

Alan and Susan are aged 67 and 52. They are directors of their own limited company. Between them they hold a variety of assets, including a large commercial property (subject to a commercial mortgage), savings and investments in the region of £150,000 and a Self-Invested Personal Pension (SIPP) which owns the building from which their business operates.

They own their main residence, which is subject to a small mortgage of £21,000.

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