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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
With most pensions set to fall within Inheritance Tax rules from 6 April 2027, Charles wants to understand his options and potential tax impact.Read more -
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 more -
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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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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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.Read more
