Campbell Fisk Chambers - Financial Advisors - Crowborough East Sussex - Case Study 1 - Image Courtesy Unsplash

Mrs M inherited a substantial sum and requested a full financial review.

Aside from making a large gift to her niece, and already having sufficient income, she wanted to use the money in an inheritance tax- efficient manner and in such a way that she felt comfortable with the degree of investment risk involved.

We devised a suitable investment strategy which met her requirements, incorporating action to mitigate the impact of inheritance tax on her estate.

Mrs M