Case Studies

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 June 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 June 2025

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

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

22 January 2025

Annual allowance considerations for an employer pension contribution - a case study
The annual allowance considerations for an employer paying into a personal pension