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Case Studies

Getting a bonus? Don’t lose it to the taxman!

Getting a bonus? Don’t lose it to the taxman!

By Jessica McGowan
In Financial Planning Investments Investments and Tax Planning
Posted 7th June 2022

If you are an employee, you may be fortunate enough to receive a bonus. If you are expecting a bonus soon, you may already have mentally accounted for the money and allocated it.

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When is your ‘tax freedom’ day?

When is your ‘tax freedom’ day?

By Shaun Brennan
In Financial Planning Investments and Tax Planning
Posted 11th May 2022

This year, in light of rising energy prices, National Insurance increases, and tax changes – things have changed a little. Tax freedom day is predicted to be around June.

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Final Salary Pension Transfer Case Study

Final Salary Pension Transfer Case Study

By Riverfall Financial
In Pensions and Retirement Planning Z Home Case Studies
Posted 25th October 2017

Our client had a final salary pension with a Midlands car manufacturer. See how we helped him to assess the pros and cons of transferring out of his scheme.

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Corporate Pensions

Corporate Pensions

By Riverfall Financial
In Pensions and Retirement Planning Z Home Case Studies
Posted 7th June 2017

This business wanted to create a corporate pension scheme for the two company directors and integrate it with their existing pension arrangements. See how we helped.

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Financial Planning Case Study

Financial Planning Case Study

By Riverfall Financial
In Financial Planning Case Studies Z Home Case Studies
Posted 18th April 2017

This company had accumulated significant cash within the business. See how we helped the two directors maximise their personal wealth and minimise tax.

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Final Salary Pension Scheme Transfer

Final Salary Pension Scheme Transfer

By Jessica McGowan
In Pensions and Retirement Planning
Posted 13th April 2017

Should our client transfer out of her final salary pension scheme? See how we helped her.

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      © Copyright Riverfall Financial Ltd | Privacy Policy | Complaints | Terms & Conditions | Riverfall Financial Limited is a company limited by shares and registered in England and Wales. Registration Number : 9039220, Registered Office : The Landmark, Tudor Square, West Bridgford, Nottingham NG2 6BT. Riverfall Financial Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services and Quilter Mortgage Planning Limited is entered on the FCA register (www.fca.org.uk/register) under reference 440703 and 440718. Tax Planning, Estate planning, Trusts, Will Writing, Risk Management, Remuneration, Buy to Let Mortgages, Succession and IHT planning are not regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Web Design | Web Development