John. 42. 996. Done.
CASE STUDY 3: THE TECH EMPLOYEE 9am to 9pm. Six days a week. Twenty years. John was ready for a different life — he just needed a plan. THE SETUP We’d been working with John for years when the IPO came and we’d already mapped every scenario. When the day arrived, we had a plan […]
Two countries. One plan. Zero inheritance tax.
THE PROBLEM Mrs CF’s husband passed away. As a US citizen with non-UK domicile status, she faced an £870,000 inheritance tax bill. WHAT WE DID — IHT We brought in a US/UK tax expert. A domicile election cleared the immediate bill — but created a new problem: £1.97m in potential IHT on her worldwide estate. […]
THE EARLY RETIREE
“We are both at a point where we are just sick of it” Nick (57) and Dee (55) had a clear goal: Live a life of adventure. CLIENT QUOTE “We did our research and booked several consultations, but most felt formulaic—advisors reading from a script with no real effort to understand our specific situation. Then […]