Archives: Case Studies

BR Planning After April 2026: Fix the AIM Gap

Read more

Manage Pension-related Inheritance Tax (IHT) Risks Using IEP Apex

The case study examines strategies for managing pension-related inheritance tax (IHT) risk in light of...

Read more

Business Relief & Post-Business Self Planning

This case study describes how the proceeds from a family business sale were invested in...

Read more

Business Relief & Power of Attorney

The case study shows how investing in a Business Relief qualifying service can reduce inheritance...

Read more