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Background

‘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.

We respect the privacy of everyone who comes to GWA for advice. So while this case study is true, we have changed client names to maintain business and financial confidentiality.
This information should be taken as general guidance only. Before making any decision or taking any action, you should seek professional advice

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