Paul is 75 years old and divorced with two non-financially dependant children. Paul’s assets are his main residence valued at £500,000 and a further £500,000 invested in stocks and shares through ISAs, a general investment account, and an investment bond...
Read MoreMr and Mrs A are 65 years old and have a home worth around £1m as well as substantial pensions which are sufficient to live comfortably on. Ten years ago Mr A inherited his parents flat which at the time was worth about £300,000...
Read MoreMr O is 52 and married with two financially independent children. During his working life he has built up significant assets including a family Small Self-Administered Scheme (SSAS), an extensive residential investment property portfolio, shares in several AIM listed companies and other unlisted start-up companies...
Read MoreMr and Mrs W are 56 and 53, respectively. They both wish to make significant savings into a retirement income plan to build up a sufficient tax efficient income in retirement. Both have to date maximised their contributions into UK pension schemes...
Read MoreMr B is 47 and married with two children. He has worked in the media industry most of your working life as a self-employed consultant. He has built up circa £600,000 in SIPPs with two leading investment platform providers...
Read MoreMr L is 74 and semi-retired but continues to oversee the running of the multi-national engineering company he has built up from scratch over the last 45 years. He has accumulated significant personal assets from the fruits of his labour...
Read MoreTwo company directors owning an equal share in the commercial property they trade from through their individual Self-Invested Personal Pensions (SIPP). Both directors’ families are non-financially dependent and have their own pension plans...
Read More
At Consilio Consulting, we provide comprehensive tax-efficient financial planning services for High Net Worth private and Corporate clients. We will work with you to understand your current position and financial goals. We will then build a bespoke solution utilising our expertise in a number of core areas.
Read MoreOur work at Consilio Consulting brings us into contact with companies of all sizes across the UK. How you structure your financial affairs can have a significant impact on the amount of tax you pay, both within your company and personally.
Read More