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CASE STUDIES

Take a read through some of our recent case studies below.

Case Study: Excessive Inheritance Tax Bills Protection

How an unmarried couple are protected from excessive Inheritance Tax bills

Case Study: Protected Property From Care Fees

How a married couple protected their property value from care fees

Case Study: RNRB Inheritance Tax Allowance

How a married couple with assets over £2m ensured they don’t lose out on the extra RNRB Inheritance Tax allowance

Case Study: Married Couple Protected Family Assets

How a married couple with an estate worth over £650,000 protected their family assets

Case Study: Children From A Previous Relationship

How a married couple with children from a previous relationship ensured their children didn’t miss out on their inheritance