Case Studies

19 August 2025

EIS losses - case studies
EIS losses and what happens on death

12 August 2025

Enterprise Investment Scheme - tax reliefs in practice - a case study
Application of the tax reliefs offered by Enterprise Investment Schemes

11 August 2025

Local Authority care fees assessment - case studies
How a Local Authority assesses an individual’s assets, to determine whether they are eligible for assistance with care fees. How individual and jointly owned assets are tested and the application of capital and income tariffs

23 July 2025

Case study: alternative wrappers in retirement
Other ways to provide a regular payment stream in retirement as an alternative to the traditional pensions that lots of clients rely on when they retire and why bonds can be a useful part of your client’s portfolio in planning for retirement

22 July 2025

Comparison of bonds and unit trusts/OEICs - a case study
Should I recommend life assurance bonds or unit trusts/OEICs?

09 July 2025

A case study on lifetime gifting - interaction between the transferable nil rate band and taper relief
How lifetime gifts affect the availability of any transferable nil rate band and the application of taper relief

23 April 2025

Maximising pension contributions - DC schemes - what you need to know
How tax relief is granted on member and employer pension contributions and how tax relief on contributions will be restricted by the annual allowance

03 March 2025

Maximising pension contributions before the end of the tax year - key points and case studies
The key things to consider when advising clients with end of tax year pension planning