Case Studies

Pension Taper Trouble

Director Pensions, VCTs, Relevant Life Plan, Shareholder Protection, ISAs, Investment Bonds

Estate Planning, Inheritance Tax, Trusts, Gifts, Business Property Relief, Whole of Life Insurance

Life Insurance for Business & Family, Relevant Life Plans, Shareholder Protection, Critical Illness

Business Owner profit extraction when pension tapered

Securing a Legacy

Estate Planning to pass accumulated wealth to next generation tax-efficiently

Protecting Business & Family

Protecting your business and family tax efficiently

Caldwell Financial

Specialist Financial Adviser to UK limited company directors, business owners, high-net-worth individuals and families.

Contact details

Email: info@caldwellfinancial.co.uk

Mobile: 07817 314961

Caldwell Financial is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/).

Neal Caldwell is entered under the FCA register under Reference Number NDC01073.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

Approved Quilter Financial Services Limited TBC

Office: 02890 730188

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