LITERATURE LIBRARY

CASE STUDIES

These case studies aim to bring to life particular aspects of pensions legislation and some of the possible opportunities created by them. They are intended for use by financial advisers and wealth managers with their clients.

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

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Subject Month Year Download Size
In specie contributions May 2011  Adobe acrobat file to download 56kb
MasterSIPP and execution-only brokers May 2011 Adobe acrobat file to download 64kb
MasterSIPP and platforms May  2011 Adobe acrobat file to download 54kb
Purchase of a veterinary practice March 2011  Adobe acrobat file to download 70kb 
Succession planning with property May 2010 Adobe acrobat file to download 78kb
Releasing money from property October 2011 Adobe acrobat file to download 77kb
Joint nominee property purchase March 2010 Adobe acrobat file to download 78kb
Redundancy March 2010  Adobe acrobat file to download 70kb
Agricultural land purchase February 2010 Adobe acrobat file to download 262kb

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.