Case Studies

Take advice before it’s too late

Take advice before it’s too late

Why did Margaret get in touch with us? Margaret’s daughter, Jane, contacted us following an online search of independent financial advisers. Margaret’s husband, Bernard, Jane’s father, had died four years ago. Unaccustomed to dealing with pensions, savings and investments, Margaret had taken very little interest in this area of her life and things had become…

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A simple way to pass on all of your assets

A simple way to pass on all of your assets

Why did James get in touch with us? We had been providing independent financial advice to James and his wife, Angela, for over 15 years. They were both now 60 and had built up a successful business which had now been sold. They also had two children, both currently at university, who would ultimately inherit…

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Reducing IHT without losing control of capital

Reducing IHT without losing control of capital

Why did Mrs Armstrong get in touch with us? Mrs Armstrong approached us for independent financial advice about reducing her Inheritance Tax (IHT) liability, as she was keen to leave as much of her estate as possible to her two grandchildren. Mrs Armstrong was 81 and a widow, her husband having passed away 18 months…

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Careful planning saves Inheritance Tax of £500,000

Careful planning saves Inheritance Tax of £500,000

Why did Kevin get in touch with us? Kevin first approached Beaufort in 2008. At the time, he was 63 and in good health. He had never married and had no children. Unfortunately, he had recently lost his father for whom he had been a live-in carer. Upon inheriting his father’s house, Kevin resolved that…

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What do our clients say?

  • We have been clients…for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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