Case studies

Inheritance Tax & Retirement Planning

Brian and Sally had recently retired but were looking for financial help. Not only did they have a sizeable inheritance tax liability, but they also wanted to formulate a strategy for generating income.

Brian and Sally are both aged 67 and have recently retired. Brian is an experienced businessman who has successfully exited from a number of companies over the last 10 years, generating sizeable wealth in the process.

Brian and Sally hold significant assets including properties, pension funds and cash. Brian is unable to make further contributions to a UK pension due to lifetime allowance constraints. We had advised Brian to secure his pension lifetime allowance at £1.5m a few years prior.

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