Our Case Studies

Salary Sacrifice

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 1

Pension & Retirement Case Study 1 Background: Dr M took her NHS Pension in 2018 however continues to work and run her dental practice. Objective

Pension & Retirement 2

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

Inheritance Tax Planning

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

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

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