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Category Archive for "Case Studies"

Planning for a Change of Circumstances in Farming

Have you, or will you in the future, receive a lump sum from the sale of your farm or farm land? Have you considered how your income will be affected should you choose to retire from farming? Have you considered…

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Using Trust Planning to Save Inheritance Tax

This case study demonstrates how Goldstone Wealth was able to advise and assist one client with their investment requirements. The problem:  Paying tax unnecessarily on your investments The benefit:  Mitigating Inheritance Tax, reducing income tax and reduced investment risk Suitable…

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Saving Tax by Managing Life Assurance Efficiently

This case study demonstrates how significant tax and National Insurance savings can be made by managing your life assurance efficiently. Life Assurance The problem: Paying for life assurance after-tax income The benefit:  Life assurance premiums become a business expense Suitable for: Directors and…

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Reviewing Retirement Goals and Pensions

This case study demonstrates the importance of reviewing your pension plans regularly. The problem: Pension had not been reviewed for a number of years The benefit: Knowing clearly how your pension pot will support you in retirement Suitable for: Everyone with personal pension…

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