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
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
Quick Links
Contact Info
© 2022 Vance Financial Management. All Rights Reserved.
VANCE Financial Management is a trading name of David Vance Consulting Ltd, a company registered in Scotland (SC346801).
David Vance Consulting Ltd is authorised and regulated by the Financial Conduct Authority (FCA FRN 806587).
The FCA does not regulate tax advice, trusts and wills.
Registered Office: Suite 324-325, Baltic Chambers, 50 Wellington Street, Glasgow, G2 6HJ.
Tel: 0141 202 0753 – Email: info@vancefm.co.uk – Web: www.vancefm.co.uk
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
