Turn On, Tune In, Cop Out..
In the late 1960’s Denis Hauptly was a student at Notre Dame
The Hesburgh Library (where the famed ‘Touchdown Jesus’ hovers over the football stadium) had just been completed, and it was in a part of campus that had just been built
One day, as the library was being opened for business, he noticed something startling: there were no paths to the building. It was all a sea of grass
As time went by, students walked to the library, and earthen paths gradually began to emerge
Come Spring, the concrete mixer trucks moved in and put down permanent paths where the students had ‘marked’ them
No one would ever have drawn up the paths the way the students actually ended up making them, but that simple pilot ensured that the ‘product’ was perfectly suited to the users’ needs, and doing it cost nothing
We used the same technique when we created our Resource Optimisation Program as an ‘invitation only’ club, exclusively for our most discerning, and caring, clients
Success leaves clues and, over 30+ years, we’ve learned that, in legacy planning for the next generation of your family, there’s a number of ‘desire lines’
Including, getting from A to B with as few barriers as possible. Owning their planning goals and outcomes. Everyone gets their own bespoke walled garden. All at a fixed cost
Our Chartered Tax Advisors utilise as many as possible of the near one-thousand HMRC tax Exemptions and Allowances as circumstances permit, then they wring the juice out of ‘em
This year, next year, every year, even after you’re gone
Imagine, your own tame Chartered Tax Advisor, handling all probate tax issues for your family and loved-ones when you’re no longer around to hold their hands..
Well, you can. Let’s talk. Book your FREE hour here
Toodle Pip
