Our Case Studies

Salary Sacrifice – Case Study What is salary sacrifice? Salary sacrifice is an arrangement employers may make available to employees – the employee agrees to

Pension & Retirement   Case Study 2 Background & Objective Dr C is a member of the NHS Pension scheme and wished to make an

Inheritance Tax Planning Case Study Background Dr L and his wife have an estate worth £2.4million. They are very concerned about the amount of inheritance tax

Business Protection – Case Study Background: Mr H owns a large Nursery, has two children and is married. There are two shareholders; Mr H who