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Real-life client case studies
Many business owners choose to work with TLPI following their consultation. Client feedback and case studies highlight our clarity, professionalism, and measured approach. Read about how we have worked with business owners like you to help them achieve their business and tax planning goals.
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Mags Kirk
Therapy Business Owner
Goals:
1) To increase business growth
2) To have more control over pension investments
"Trust was so important and I was assured of that very early on."
Alistair Fry
Publishing Business Owner
Goals:
1) To loan funds to the business
2) To invest in property
"I learned that I didn’t have to wait until I was 55 to invest my pension in property, which is an asset class I understand."
Sandra Daniells
Care Home Business Owner
Goals:
1) To protect her late husband’s legacy
2) To protecting company surplus and investing it profitably
3) To increase investment opportunities to grow wealth
“My accountant didn’t know about this product, so it is worth doing the research, and speaking to people like TLPI if you have questions."
Robert Sidebottom
Racehorse and Jockey Trainer
Goals:
1) To protect family wealth for future generations
2) Increased investment options
