Find out how our clients have achieved their respective goals, whether that included ring-fencing and protecting assets from excessive tax liabilities, creating a profitable property portfolio, or securing their legacy for future generations. Sign up using the form on the right to browse our new Family Investment Company case studies.
Family Investment Company Case Studies
FIC Case Study 4: Vip Varsani
Vip owns a public sector business that deals in Post Office products, services, and staff development. When he initially approached TLPI, Vip was looking at long-term investment strategies and structures that would facilitate further investment opportunities in the most tax efficient way.
Whilst Vip already holds a few properties, he was open to making further investments via a different set-up to improve his tax position. This would also ensure his future investments were ring-fenced and protected from excessive Inheritance Tax liabilities for his son, should the worst happen.
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FIC Case Study 3: Sandra Daniells
Sandra owns a successful care home business which regularly has excess cash sitting dormant within the company account. She has owned investment properties for several years herself, but also recently inherited her late husband’s estate, also including a number of investment properties. With two sons, it was imperative for Sandra to find a solution for mitigating the Inheritance Tax her sons would otherwise be liable for. The key for Sandra was protecting both her own and her late husband’s legacy, for their children. TLPI explained how she could do this with a Family Investment Company.
FIC Case Study 2: Robert Sidebottom
Robert is a racehorse and jockey trainer, living abroad, with a few years until retirement. He has two sons and three granddaughters, some existing investment property, and a background in purchasing and updating UK property. The pandemic changed Robert’s personal working situation, causing him to rethink his route to his desired retirement. He needed to plan for his future as well as grow a protected legacy for his family.
Due to the rising cost of living in the UK and the desire to take semi-retirement in a beautiful place, Robert currently lives in Thailand. He continues to work with jockeys and horses, but enjoys a more peaceful lifestyle which he wishes to continue, by way of ensuring his investments achieve the gains he requires.
FIC Case Study 1: Jacob and Julie Rundle
Julie Rundle and her son Jacob were looking for a favourable property investment tax strategy for investing Julie’s savings, hoping to achieve three main outcomes:
- To provide a vehicle for investing her funds at a higher return than the minimal interest rate they were currently achieving
- To provide an income that would offset the currently high mortgage interest rates
- To create a legacy, ring-fence the wealth and mitigate inheritance tax for her two grown-up children
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What our clients say
Recently been working with Tom at the Landlords Pension through a recommendation from a close friend. Tom is very knowledgeable and explained their services very clearly. Really helpful and friendly guy who immediately put me at ease. Always at the end of the phone or email ready to answer any questions I have.
Highly recommend The Landlords Pension for setting up a SSAS pension. Many Thanks to Liam, Michelle, Teresa and the team for their support throughout and making it an easy process. Looking forward to our working relationship with future investments.
Wouldn’t hesitate to recommend there services to open a SASS, massive thanks to Dan, Michelle and Teresa who made the setup seamless, very supportive throughout the whole process.
Look forward to many years of successful investments with The Landlords Pension
Highly recommend The Landlord’s Pension for opening a SSAS. They are highly professional yet friendly and personable. They are really helpful and keep you informed every step of the way. It’s refreshing to pay for a service by a company who actually do what they say they are going to, with zero aggravation and problems! Thank you guys 🙂
I recently opened my SSAS through The Landlord’s Pension and they have been professional, approachable and efficient throughout. Simon, Teresa and Michelle have all been great in answering my questions and queries and doing their best to ensure the process of transferring over my existing pension has been a smooth and seamless one. I would have no hesitation in recommending them.
I’ve been working with The Landlord’s Pension this year to sort out historically messy pension arrangements and take control by creating a Family SSAS. Chris Brown has been an absolute pleasure to deal with, friendly professional advice all the way through. Thanks!
We had a number of workplace and final salary pensions, dotted all over the place and decided to pull them all into one SSAS. Laura and the team were excellent in explaining what to expect and keeping us advised every step of the way, in fact as part of the fact-find, we came across pensions we didn’t realise we had! I manage my own SSAS, but I know that Laura is at the end of the phone if I need her and she will not hesitate to help. I couldn’t recommend The Landlord’s Pension enough, they were absolutely brilliant!