Case Studies


Classic Canes- Client Case Study

Classic Canes Our vision is to be the firm that contributes most to our clients success. In the first of a series of client case studies we profile Classic Canes, from Hinton St George near Crewkerne in Somerset. Classic Canes Limited is a Somerset-based family business specialising in growing, manufacturing and wholesaling walking sticks, seat… Read more


Asset rich, cash poor

An elderly couple were referred to us by their son. They lived in a large and potentially valuable house. Like many in later life, they were ‘asset rich and cash poor’ and finding it increasingly difficult to get by. The house was in need of some repairs and they were also in need of home… Read more


Care with peace of mind

A widowed gentleman with no children had moved into a high quality care home because he no longer wanted to live on his own. He was ‘self-funding’ fees of over £4,000 a month and was concerned that he might run out of funds during his lifetime and be forced to move to a home of… Read more


Claiming NHS Continuing Care

We were approached by the family of an elderly, widowed lady who had moved into a residential home 3 years previously after developing various care needs. She was bed bound, doubly incontinent and unable to feed herself. At the time, she had been informed by the local authority and primary care trust that, while she… Read more


Giving grandchildren a worry-free education

A client who had set up and run his own business came to us for advice on how to reduce his inheritance tax liabilities, which would have been substantial had he passed away within the next seven years. His own children were financially secure, and so we concentrated on his grandchildren: a Trust was established… Read more