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If you cannot find what you are looking for or if you have a very specific enquiry, please use our "Send Enquiry" feature.
Toby helped me in the lead up to selling my business, introducing me to an accountant who specialises in business valuations. He then went through an expenditure forecasting tool to see what the funds would be able to provide following the sale of the business. Once the initial consideration was reformed, Toby structured a tax efficient portfolio with multiple investment products and invested into a wide range of funds.