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Case Studies

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    Case Study - Inheritance Tax
    19th May 2021
    |
    Case Studies, Legacy & Estate Planning, Personal Tax
    Legacy & Estate Planning – Mr & Mrs G. – October 2020 Total Tax Savings: £562,142 versus cost to formulate and implement recommendations of £6,500 Scenario: Clients sold their second home for a...
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    Case Study - Tax Efficient Profit Extraction
    19th May 2021
    |
    Case Studies, Company Matters & Tax, Personal Tax, Retirement & Pensions
    Tax Efficient Profit Extraction for Directors of Highly Profitable SMEs – K Ltd. – February 2021 Total Tax Savings: £1,011,880 versus cost to formulate and implement recommendations of £9,700. Scenario: Family owned Private...
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Watermark Wealth Management Limited is authorised and regulated by the Financial Conduct Authority – Firm reference number 828533.
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    • Our Magazines
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  • About
    • About Our Company
    • Company News
    • ESG & Sustainability
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