Case Studies Archive - Greaves West & Ayre

Quality Advice • Quality Service

Berwick-upon-Tweed

17 Walkergate
Berwick-Upon-Tweed
Northumberland
TD15 1DJ

Tel: 01289 306 688

Email: berwick@gwayre.co.uk

Haddington

8 St Ann’s Place
Haddington
East Lothian
EH41 4BS

Tel: 01620 823211

Email: haddington@gwayre.co.uk

A member of the ICAEW Practice Assurance scheme.
Greaves West & Ayre is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.
Greaves West & Ayre is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
Greaves West & Ayre Wealth Management is a division of Greaves West & Ayre, a firm authorised and regulated by the Financial Conduct Authority for investment business (FRN 100825)

Case Studies

Advice to manage an unexpected inheritance

Inheritance Tax – don’t burden those left behind

Consultancy – review your business structure to be tax efficient

Using Trusts to support local heritage

Pension Planning – when can you afford to retire?

Life and Business Protection – what if the worst happens?

Inheritance Tax – knowing when to change tack

Corporate Restructure – success through merger

Inheritance Tax (IHT) – passing property to children