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

Vance Financial Management - Pension

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

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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.
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