Case Studies
Real results. Real growth. Real stories of businesses transformed.
From Crisis to £10m+ Net Worth
The Situation
When I first met Mrs F, she was on the brink of losing everything. Her main home was at risk, her holiday property was about to go, and her company was heading into liquidation.
The Solution
I took the business through a controlled liquidation and executed a pre-pack to give her a viable structure to continue trading. This kept the doors open and protected the core assets. We stabilised her personal position, kept her home, and rebuilt carefully.
The Outcome
Over the following years, we used pension planning, careful structuring, and strategic business decisions to rebuild her wealth from almost nothing. Her properties have been improved, her business has grown in value, and today her personal net worth exceeds £10 million. The company is now in a strong position and capable of a future sale at a significant premium.
Turning Inefficient Advice into Multimillion-Pound Results
The Situation
Three business partners came to me after years of poor tax advice that left them paying an average tax rate of 42%. Their structure was outdated and offered no long-term protection.
The Solution
I undertook a full review and rebuilt the group in a tax-efficient way, reducing their effective average tax rate to 24%. With the savings and new structure, each of them was able to create substantial personal wealth through a separate company.
The Outcome
Over time, they completed two major capital events: A sale of one of their businesses after a significant uplift in value, and a recent sale of their main trading business to an Employee Ownership Trust, at a valuation agreed in full with HMRC. They are now multimillionaires with a robust, protective structure that allows them to plan ahead with confidence.
A Restructure That Built a £20m Property Portfolio
The Situation
An individual partner approached me with a tax burden that was holding back growth. His existing arrangements were inefficient and inflexible.
The Solution
I restructured his business to cut his average tax rate by 18%, freeing up capital that had previously been lost to unnecessary tax. We redirected this into building a large, diversified property portfolio, structured so that it sits outside the scope of inheritance tax.
The Outcome
The combination of savings, reinvestment, and long-term planning increased his asset base from around £3 million to nearly £20 million. He now has a solid income stream, a protected estate, and a clear strategy for the future.
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