Case Studies & Fact Sheets

Complex Made Simple

Case Study

Naming all possible beneficiaries

pdf | 113 KB

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Case Study

Alternative beneficiaries

pdf | 123 KB

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Case Study

Property succession planning

pdf | 116 KB

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Case Study

Borrowing for a second property

pdf | 115 KB

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Case Study

Farmland purchase

pdf | 115 KB

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Case Study

Purchasing property – pension or personal?

pdf | 119 KB

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Case Study

Connected tenants

pdf | 115 KB

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Case Study

Joint property purchase

pdf | 115 KB

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Case Study

Cash Options in a SIPP

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Case Study

Purchasing a Bed and Breakfast

pdf | 160 KB

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Case Study

Splitting a freehold title

pdf | 125 KB

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Case Study

Refund of excess contributions lump sum

pdf | 116 KB

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