Case Studies
Case Studies
Anonymised examples of family investment company work for business owners, property investors and families: the goal, the options compared and the outcome.
FAQs
Frequently asked questions
Are the case studies about real clients?
Yes. We only publish real work, with the client's permission, and we anonymise it so that no family can be identified. Our first case study is now on this page, and we add more as clients agree. In the meantime, a free first call is the best way to hear how we would approach a situation like yours.
Will you publish details of my family's plans without asking?
No. We never publish anything about a client without their permission, and we anonymise examples so that figures, places and family details cannot be linked back to you. Your enquiry and any work we do with you are confidential and used only to advise you. See our privacy policy for how we handle personal data.
Can I see an example of work similar to my situation before I instruct you?
Our first case study is on this page, but every family is different, so a general case study is only a guide. The most useful thing is a free first call, where we can describe in general terms how we would approach a situation like yours, what the options would be and what a family investment company would and would not achieve.
Talk to us before you pass anything on.
The right structure keeps you in control and passes the growth to the next generation. A free first call with a Chartered Tax Adviser, and a reply the same working day.
Or write to taxadvisory@aswatax.co.uk
