Jacqueline recently relocated from London to be near her family and wanted to invest some money to provide for her future and secure a monthly income. As she also had an inheritance tax liability, part of the planning was to mitigate this without having to give her assets away.

She had no prior experience with a financial adviser and felt quite anxious and overwhelmed about taking the first step. Following her daughter-in-law’s recommendation to speak to a local Crosby company, we arranged for one of our chartered financial planners to meet Jacqui at her home, so not to add any unnecessary stress. Everything was explained to her in plain simple terms, taking the time to respond to all her questions until she was 100% happy and confident.

Together we were able to narrow down the options available. We recommended using a trust and were able to set up an investment plan that provided the additional income Jacqui needed. We were also able to start to mitigate any future inheritance tax liability for her loved ones, and provide the flexibility to draw capital should she need it.

“LightSide put my anxiety to bed instantly”

The financial gains she has made and knowing she has a trusted advisor in LightSide, available when she needs it, has massively improved her confidence. She can get on enjoying life, without having to worry about money or a future tax bill.

However your LifeChanges™ we’ll be there.