Liz’s late husband Tom retired from his job as a cotton merchant in 2003 when he was 58. He had substantial pension benefits and wanted advice about how best to access and invest the funds to ensure that he and Liz could fund their lifestyle plans.
The couple also owned an apartment in the US for 20 years which they were looking to sell and were conscious of their inheritance tax position.
Tom and Liz needed sound advice. Their neighbours were FPC clients and on their recommendation they gave us a call.