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Posts Tagged "Case Studies"

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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