Case studies


We are working on a range of real live examples to bring to life what we do.

In adition we want to show you how different products can be used in different tax situations with clients.

Wealth Planning usingImage-for-Estate-planning-250-x-170.jpg
Personal Pensions

Two new classes of pension beneficiary have
been created which have inheritance and
wealth planning implications.


Pensions and Estate Planning

We show you how you can use pensions under the new death benefit rules to help with estate planning.

Read more ...


Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)

We show you how a VCT can be used in different client situations to achieve differing tax requirements.

If you would like more information on any of the matters raised in these case studies, please contact us.


01483 521521