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
Mr had to give up work to care for his wife
Clients needed to generate £30,000 per annum net income and ensure long term sustainability of the income.
Clients wanted to ensure capital could still grow in the future.
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.
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.
Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.