Case studies

The case studies are designed to illustrate how we work extensively with our clients and does not constitute financial advice. We recommend that you seek financial advice specific to your individual circumstances before making any investment or financial decisions.

Retirement planning

I am a self-employed farmer and as such have no definitive retirement date, however I felt it time and prudent to review my arrangements, especially as I had not received any financial advice for many years. I had several plans (7 in all) over many years and had no idea where to start, consequently I […]

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Estate planning

We met Sarah from W.T Wealth after she had recently taken over the investment relationship along for our elderly parents from another firm. Her initial findings suggested a large inheritance tax liability although my parents did not know all the details required to assess their position. Sarah recommended our involvement as their affairs were not […]

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Investment planning

We were recommended to W.T Wealth by an old financial adviser as we were becoming increasingly unhappy with our Private banking relationship from a well-known high street bank. Our financial affairs were not particularly straightforward for many reasons including the complexity of the family businesses arrangements alongside a particular and more specific need. We met […]

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Tax planning

We were recommended to W.T Wealth by our accountant as we were in the process of selling a second property which had resulted in large capital gains. In addition we wished to discuss our overall tax strategy including Inheritance Taxation as again we had a large IHT liability. However due to the nearing of the […]

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