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Case studies
Often a case study can help bring a technical point to life.
Benefit options and allowances
Contributions, annual allowance and tax relief
Contributions, annual allowance and tax relief
- 3rd party contributions - Saving for future generations
- Carry forward of unused annual allowance - case studies (PDF)
- Extracting company profits - what are the options?
- How to get at least 60% tax relief on pension contributions
- Money purchase annual allowance - case studies
- Taper trap
- Using a pension to offset ISA losses
- Using Salary Sacrifice to save on National Insurance costs
Death benefits
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