Case Studies

Here clients share their experiences of working with Edale. Find out how we have provided our clients with clarity and confidence in their finances.

Edale’s financial case studies showcase our personalised solutions for every situation. For everything from expats managing 401k and IRA plans to multinationals living in the UK and the US, we feature case studies of trusted advice and solutions. Learn how Edale can help you plan for retirement, calculate capital gains tax, Lifetime ISAs and children’s accounts. 

We focus on accessible personal financial support. These examples are based on actual clients to highlight Edale’s commitment to make difficult financial decisions simple and straightforward for every client. See how with us you can make wealth management smarter and easier. Edale is for families, professionals, and those wanting advice.

• Case Study: Navigating Complex US Inheritance Paperwork for a UK Beneficiary
  In this case study, we provided assistance with US inheritance paperwork to the niece of a beneficiary, who had to navigate a dizzying array of unfamiliar financial terms, how to handle an individual retirement account (IRA) inheritance, and forms for inheriting a US annuity that was issued by a US Mutual. Background Information Personal/Financial Situation: The client was a UK-based relative of a UK-based beneficiary who was in charge of handling paperwork to access inheritance from deceased family member in the US. A lawyer had provided forms from the estate that were labour-intensive, using US financial terminology and procedures that were unfamiliar… Read more: Case Study: Navigating Complex US Inheritance Paperwork for a UK Beneficiary
• Case Study: How One Individual Maximised Cash Returns by Consolidating Funds
  This case study explores how an individual with substantial cash holdings in various accounts consolidated their funds into one platform to achieve better returns, avoiding the low interest rates and fees associated with traditional bank and stockbroking accounts. To consolidate cash savings into a single platform offering better returns than traditional banks and avoid the interest skimming seen in stockbroking and high street investment accounts. Background Information Personal/Financial Situation: The client had substantial cash holdings distributed across various bank accounts, stockbroking accounts, and high street investment accounts. Despite the significant amount of cash, they were receiving low returns and noticed… Read more: Case Study: How One Individual Maximised Cash Returns by Consolidating Funds
• Case Study: Strategic Retirement Planning for a Dual-Income Business Owner
  This case study examines how a business owner effectively took profits from their company while simultaneously saving for retirement through both company contributions and personal contributions from a secondary PAYE job. Personal/Financial Situation: The client is a business owner who also holds a secondary job where they are paid through PAYE. They wanted to take profits from their company while building their retirement savings through both company and personal contributions. Challenges: The primary challenges included managing different income streams efficiently, navigating tax implications, and ensuring maximum contributions to retirement savings from both the business and PAYE income. Goals and Objectives… Read more: Case Study: Strategic Retirement Planning for a Dual-Income Business Owner
• Case Study: How a US-UK Family Secured Their Children’s Financial Future with ISAs
  This case study explores how a US person, married to a British man and living in the UK, successfully set up ISAs for their children despite initial online reading suggesting it was impossible due to their Children holding US passports. The couple wanted to start saving for their children’s future through ISAs but were previously advised that it was too difficult due to their children’s US citizenship. They sought a practical solution that offered good value for money. Challenges: The primary challenge was navigating the complexities of setting up ISAs for children with US citizenship and ensuring the savings plan… Read more: Case Study: How a US-UK Family Secured Their Children’s Financial Future with ISAs