Case Studies

Minimising the tax on £300,000 in the first year.

A project manager had already won his first major contract, invested heavily in training to enable him to deal with a particular type of problem, and was prepared to launch when he asked Alan Patient for advice.

The challenges he faced:

• Choosing the right business structure to enable him to save money and provide long-term security;
• Devising a strategy so he could retire when he wanted, with enough income to support him;
• Getting advice instantly, virtually 24/7;
• Diversifying.

Alan and his team helped by:

• Advising him on the most efficient tax structure for his business;
• Working with him on various projects to develop the right financial outcome and to diversify his sources of income;
• Providing immediate advice at all hours.

Result:

He now has a substantial nest egg at a low tax cost and can plan further improvements to his portfolio at minimal risk.