INTELLIGENCE ZONE

CASE STUDIES

Case studiesThese case studies aim to bring to life particular aspects of pensions legislation and some of the possible opportunities created by them. The case studies are intended for use by financial advisers and wealth managers with their clients, and are normally sent out every other month.

To subscribe to case studies, or if you have an idea for a future article, please contact the editorial team (please note that only issues relevant to SIPPs will be covered).

 

Subject Month Year Download Size
Consolidation of protected rights October 2008 Adobe acrobat file to download 122KB
Lifetime allowance trap May 2008 Adobe acrobat file to download 55kb
Changes to the basic rate of tax January 2008 Adobe acrobat file to download 54kb
Self-investing protected rights November 2007 Adobe acrobat file to download 156kb
Joint property purchase via nominee October 2007 Adobe acrobat file to download 125kb
Entrepreneur business sale August 2007 Adobe acrobat file to download 49kb
Professional property purchase June 2007 Adobe acrobat file to download 57kb

Older issues can be found in our archive. Please bear in mind that all articles are written with our understanding of legislation at the time, and this is subject to change over time.


DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.