Craig Richards

Areas of expertise

High-net worth individuals
> Lottery winners

> Partners of Accountancy and Solicitor firms

> Small business owners and entrepreneurs

> Individuals at or near retirement

> Trustees

> Local Authority investments

Experience

A Midlands based adviser with 27 years experience of dealing predominately in Family Wealth.
Specific skills in supporting clients through complex financial planning matters using plain English.
Regular use of planning methods to maximise Income & Capital Gains tax reliefs for individuals and business owners.

Notable client work and achievements

Supporting Business owners to minimise tax liabilities on share sale through the use of multiple tax reliefs
- In one example, supporting a client to recover c.£160,000 of income tax in just one year.

Professional qualifications and memberships

BSc (Hons), Dip PFS, Certs CII (MP & ER)