‘Mr Jones’ is an only child and single, with a modest earned income. After the passing of both his parents and another close relative he became the beneficiary, through inheritance, of substantial assets.
How GWA helped
GWA provided advice across a wide range of investment solutions including Inheritance Tax (IHT) planning. At Mr Jones’ request we specifically provided ethical investment options.
GWA also was able to help Mr Jones through our Probate service which allowed the assets and estates of his relatives to be administered quickly and efficiently following their deaths.