Case Studies

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.

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.

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.

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.

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

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