PLANNING SCENARIOS
Different lives.
A connected approach.
Explore how related decisions come together across family, retirement and business planning. These are illustrative examples based on common planning situations.
FAMILY & LEGACY
A young family with property and no joined-up plan.
Connecting a new home, guardianship for young children, and independent family protection.
See the bigger pictureRETIREMENT & WEALTH
Connecting legacy pensions with an inheritance tax strategy.
Harmonising multiple pensions, buy-to-let equity, and family legacy for the next generation.
See the bigger pictureBUSINESS & SUCCESSION
Protecting the business and treating family fairly.
Aligning company shareholdings, business relief, and succession planning across children.
See the bigger pictureClient planning scenarios are anonymised for confidentiality and compliance. Identifying details have been changed.