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Client Case Studies

Anonymised examples of the planning situations our advisers help clients navigate.

Case studies are anonymised and are not a guarantee that similar results can be achieved in every situation.

Financial Planning

14 October 2026

Business Relief and IHT: A £5.5m Shareholding Case Study

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Financial Planning

14 October 2026

Interior Design Business Protection: A Growth Case Study

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Financial Planning

7 October 2026

Protection Gaps Case Study: Smarter Cover for a Family

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Financial Planning

21 September 2026

Life Insurance Review: Reducing Your Mortgage Costs

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Financial Planning

17 September 2026

Pension Consolidation Case Study: How a Pension Review Identified £100,000 of Potential Tax Savings

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Case Study Disclaimer: This is one example and outcomes will vary depending on circumstances.