Case Studies 19 June 2020 An Alternative Source of Income in Retirement A case study on retirement planning and lifetime mortgages The Client's Story Like many pensioners, Mr A was having problems An Effective Solution to Providing an Income and Reducing Inheritance Tax A case study on investment planning and inheritance tax reduction The Client's Story Mr and Mrs K are in their A Client with an Expanding Business A Case Study on Pensions, Business Growth & Tax Savings The Client’s Story Mr W runs a small engineering business Simplifying Investments A Case Study on Investment Portfolio Consolidation The Client’s Story An elderly client, Mr S, had built up significant savings Employer Pension Scheme A Case Study on Company Pension Management and Pension Reforms The Client’s Story ABC Ltd is a small company with fewer than Life After Work A Case Study on Increasing your Pension Income at Retirement The Client's Story Mr E was approaching his 65th birthday
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