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Case Studies

Pension/Investment

18 September 2014

Mr X was coming up to a major financial decision regarding his retirement planning. He came to us for advice on both his retirement and investment portfolios to see what would be the best way forward for both himself and his family. Mr X has been contributing to his retirement plans for 30 years and […]

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Inheritance Tax

18 September 2014

We were recently asked for a second opinion on advice that was given by a solicitor. The solicitor had given good advice about how best to use the nil rate band for inheritance tax purposes – advice which would potentially save the beneficiaries of the clients’ estate thousands of pounds if house prices go up […]

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Mortgage – Buy-to-Let

18 September 2014

Mr and Mrs W had recently married and were living in the annex of Mr W’s parents’ large family home. They were looking to purchase their first property in order to take advantage of the lower property prices since the economic downturn and had had an offer accepted on a terraced house for £125,000. Although […]

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Mortgage – Equity Release

18 September 2014

Mr and Mrs L were referred to Compass by a local solicitor, as they wanted some information about equity release. They explained that had moved house 18 months ago and purchased their home outright, with the intention of carrying out some improvements to make it more comfortable for them, and for Mrs L’s elderly mother […]

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Mortgage – Residential

18 September 2014

Mr and Mrs J, aged 75 and 71 respectively, were looking to move from Norfolk to Bedfordshire to be closer to their family. They had agreed the sale of their bungalow in North Norfolk and had an offer accepted on a property. Following a recent move back to the UK from abroad during the economic […]

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Pensions/Divorce

18 September 2014

Divorce is recognised as one of the most stressful situations most people can experience. At Compass we have recently completed a Pension Sharing at Divorce case for a client who had very little knowledge of finances, as her ex-husband had previously dealt with everything himself. The client approached us as we are based locally and […]

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