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Our TechVoice case studies explore client scenarios across a range of planning topics. Designed for advisers, they highlight how different approaches and decisions can shape client outcomes, providing practical insight into the challenges and considerations advisers face every day.
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Could annuities be the answer to solving the IHT problem?
Discover how an annuity could help Marvin secure retirement income while reducing potential inheritance tax liabilities from April 2027.
Matt HarmanRead moreJune 12, 2026
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Payment Notice or income tax deduction - are there advantages?
This case study demonstrates how the choice can alter outcomes — not only for overall tax, but also for fairness between beneficiaries.
Neil EvansRead moreJune 12, 2026
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IHT and Pension benefits -Timing is everything
Barbara is concerned how the IHT changes for pensions will affect her estate if she dies after 5th April 2027.
Matt HarmanRead moreJune 12, 2026
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Estate planning around 60% tax traps
Discover estate planning strategies to help clients navigate 60% tax traps, inheritance tax changes and pension death benefit taxation.
Neil EvansRead moreJune 12, 2026
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Pensions and IHT – planning ahead could reduce the potential tax bill
With most pensions set to fall within Inheritance Tax rules from 6 April 2027, Charles wants to understand his options and potential tax impact.
Matt HarmanRead moreJune 12, 2026
