Case Studies & Fact Sheets

Complex Made Simple

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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
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Case Study
Borrowing for a second property
pdf | 115 KB
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Case Study
Farmland purchase
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Case Study
Purchasing property – pension or personal?
pdf | 119 KB
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Case Study
Connected tenants
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Case Study
Purchasing land
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Case Study
Joint property purchase
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Case Study
Tax free cash (PCLS) after age 75
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Case Study
UFPLS before and after age 75
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Case Study
Cash Options in a SIPP
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