Explore real life examples of mortgage, finance, insurance, legal, tax support and wealth management solutions, helping demonstrate how different requirements can be approached in practice.
Understanding Section 24 Tax Changes for a Residential Landlord
A real-world example of how a residential landlord sought specialist support to better understand the impact of Section 24 tax changes, gain clarity on their tax position, and explore potential planning options for their property portfolio.
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Securing A Tenancy When A Guarantor Was Required
A practical example of how tenant guarantor support helped a tenant progress with a rental application when a traditional family guarantor was not available. This case study highlights the challenges faced, the solution explored, and the outcome achieved.
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Using Invoice Finance to Improve Business Cash Flow
Learn how a growing business used Invoice Finance to release funds from unpaid invoices, improve cash flow, and support ongoing growth.
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Understanding Home Buyers Protection Insurance During a Property Purchase
Purchasing a property can involve significant upfront costs before contracts are exchanged. This case study explores how Home Buyers Protection Insurance helped provide peace of mind to a buyer who had previously lost money when an earlier property purchase fell through.
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Rent Guarantee Insurance. Helping Protect Rental Income
After experiencing significant financial losses following a tenant dispute, a landlord wanted to explore ways of protecting their rental income and reducing the potential financial impact of future tenancy issues.
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Getting Home Buyers Protection Insurance Right – Why Accuracy Matters
Two homebuyers were purchasing similar properties and decided to protect themselves against potential financial losses if the transaction fell through. One completed the application accurately and at the correct stage of the transaction. The other made assumptions and failed to provide the correct information. The outcomes were very different.
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Understanding Benefits Mortgages
A client receiving benefits alongside part-time employment wanted to understand whether home ownership may still be achievable. They were unsure how lenders viewed benefit income and wanted guidance on the options potentially available to them.
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