Fortress Group Case Studies

 

Over the last couple of years, we used a fictitious family “The Fortune Family” to showcase how we can help our clients using specific case studies.

After much positive feedback from many professionals and clients over recent years, we have developed and added additions to the family to take into account legislation changes and new planning ideas.

Browse through our case studies today and if you need further information, please contact Andy Lee or Michelle Lee and we will be glad to assist you.


Family Investment Companies –  A Trust Alternative

Download our useful case study on the use of Family Investment Companies as a trust alternative and effective income store for investment purposes.

Family Investment Company As A Trust Alternative For IHT Planning
Family Investment Company As A Trust Alternative For IHT Planning
FORTRESS-GROUP-Family-Investment-Company-as-a-trust-alternative-for-IHT-planning.pdf
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