Trustees Case Study

Couple in their mid 50’s involved in a motorcycle accident. Mrs suffered head and brain injuries. Mrs qualified for £1.3m compensation awarded under Trust. Appointed Trustees were Mr and a local Solicitor

 

Challenges:

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At Retirement

Married couple both age 65 retiring now, two financially independent children and five grandchildren. Both client and partner in reasonable health although Mr had high blood pressure and angina. Looking to generate appropriate level of retirement income. 

Challenges:

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The Business Owner

 

Mr & Mrs owner aged 66 and 64. Own and run large retail business with their children and their children’s partners.

 

Challenges:

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The Young Accumulator

 

Mr “YA” aged 35, married and running a tenanted Farm. Also trying to manage his elderly parents investments and financial affairs whilst at the same time running his own business and trying to generate wealth for himself and his wife.

 

Challenges:

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Donald Engineering and Design Ltd

Donald Engineering and Design Limited are a small engineering firm based just outside Carlisle, which carries out design and development work for companies in the food, composites and road-marking industries.

The firm, unaware of the fact that its work qualified for a significantly enhanced tax relief, were approached by Armstrong Watson in November 2007, with the aim to identify if the company was eligible for the Research & Development tax relief available.

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