Client Case Studies

We appreciate that it may be difficult to fully understand exactly what it is we do and how this can be of value to you. In order to help, we have produced the following case studies in order to help demonstrate how working with us can pay dividends.

pdf  Tax Planning Case Study

An illustration of the work we do in reducing tax liabilities – whether that be income tax, capital gains or inheritance tax planning.

pdf  At Retirement Case Study

An example of the value we add to those in retirement who need security of income.














A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

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Introducing IQ Estate Planning

Let us help you with your Wills and Trust requirements

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Helping you through the maze

So why choose us over the guys next door?

Why us?