Graham and Emma

Posted by Triad

Graham and Emma contacted us in 2010 as they had inherited some assets and sought our advice on how best to invest them in the future. The assets comprised both cash deposits and investments. We reviewed them all and made recommendations based on rates of interest, maturity dates and timescales.

At the same time, a trust came into effect for their children and we put in place an investment arrangement to meet the objectives of the trust, which were to essentially support the education of their children. Since that time, our advice has widened as Graham and Emma have become ever more successful and each year we undertake extensive planning to maximise pension contributions, ISA allowances and other tax efficient plans for them both, based on their specific circumstances each year.

We work closely with their accountant to ensure that the recommendations we make are the most effective for them both year on year, so they benefit from an ongoing holistic approach.