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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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Pensions and IHT – planning ahead could reduce the potential tax bill
Charles is aware of the impending changes to Inheritance Tax legislation bringing most pensions into scope for deaths after 5th April 2027, and he wants to understand his options.Read moreJune 12, 2026
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Could annuities be the answer to solving the IHT problem?
See how annuity solutions could help Marvin secure income and reduce a future inheritance tax exposure.Read 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.Read 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.Read moreJune 12, 2026
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Estate planning around 60% tax traps
When a pension holder dies after age 75, any benefits passed to beneficiaries are taxed as their income at their highest marginal rate. From 6 April 2027, most pension death benefits will also count toward the estate for Inheritance Tax (IHT) purposes.Read moreJune 12, 2026
