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The Entrepreneur
Challenges

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John wants to ensure that he can fund his modest but comfortable lifestyle at a cost of £150,000 per annum.

• Capital gains tax of £0.8m is due on the sale of John's business and is payable next January, so he would like to investigate mitigating or avoiding this.
• John is not sure of his exact inheritance tax position and whether it is possible to reduce or avoid this.
• John does not feel in control of his investment strategy, particularly in respect of the managed and pension portfolios, which have grown less than markets in general over the last few years, and he would like to understand the overall strategy.
• John does not understand the hedge fund investment, arranged by a large private bank, and he wants to evaluate whether this is suitable.
• John would like to obtain better returns on his capital, but he wants to understand the risks involved in doing so.
• John would like to simplify the administration of his financial affairs and to ensure that his wife understands the overall position.