Achieving Early Retirement

Case Studies

During a casual conversation with her hairdresser, our client experienced a moment of clarity. She realized that her work was primarily to supplement their income for life’s little luxuries: dining out, enjoying theatre shows, and an annual overseas holiday. The value of time had become more apparent, especially as her husband was 10 years older. They understood the importance of enjoying their shared adventures while they were both healthy and fit.

Together, they explored their options and decided that their beautiful home, which they had worked hard for all their lives, could serve as the key to early retirement and more quality time together. To proceed, they sought the assistance of a financial adviser and appointed us as their solicitors. In anticipation of her impending retirement, our client bravely handed in her notice at work.

We collaborated closely with the clients to prepare their case prior to receiving an offer. Just two weeks after engaging our services, the offer arrived. The clients met face-to-face with our solicitor, and the completion took place only three working days later, allowing her to retire two days before the end of her work notice period.

Mr. & Mrs. A, delighted with our services, rated us as ‘first class’ and ‘excellent.’ Even their financial adviser, who had not previously worked with Tivoli Legal, commended them for making an excellent legal choice. This successful collaboration has us eagerly looking forward to many more cases together.

More Case Studies

A Coastal Retirement Dream Realised

A Coastal Retirement Dream Realised

Our client approached us with a dream of retiring to a picturesque coastal property. He had already embarked on the journey of purchasing the property however, his path to this dream took an unexpected turn as he ventured into the realm of equity release mortgages....

A Complex Property Case Solved

A Complex Property Case Solved

Our clients had spent many wonderful years in their magnificent Georgian manor house nestled in the picturesque Brecon Beacons, where they raised their family. As the children grew and moved on, it became clear that their beloved home had become more spacious than...

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