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Challenges

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Sean and Claudia have very little time available to manage their finances. They work long hours, their jobs are stressful, and any spare time they have is spent choosing and going on expensive holidays.

• Sean and Claudia are keen to have some structure around their finances and to make sure that they are efficiently deploying their current capital and expected future surplus income to achieve their main goal of financial independence by the time Sean is aged 40.
• Sean and Claudia are keen to avoid investing in either hedge funds or private equity given that their earnings come from those sectors. They do, however, wish to formulate a disciplined investment strategy.
• Claudia envisages giving up work to start a family soon, but sees herself running a small scale business venture at some stage to give her an interest outside of children.
• Sean has heard about the new pension rules and is wondering what, if anything, he should do to benefit from the changes.
• Sean has paid several million pounds in tax over the last few years and is interested in ways of mitigating this through creative tax planning.