Case Study Series

SERIES ONE: DYING TO GET HER MESSAGE ACROSS

 

In each issue of this case study we will look at a different problem faced by newly widowed John Standard. This ‘serial’ case study highlights the very real dangers of relying on simple Wills, and the important advantages and protections provided by ongoing professional financial advice coupled with a modern estate planning Will.

 

This series looks at: Underfunded Estates, Asset Protection, Tax Minimisation, Issues Facing Child Beneficiaries and Crisis Provisions.

 

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SERIES TWO: MODERN WILLS AND VULNERABLE BENEFICIARIES

 

This case study series looks at how modern Wills with tailored testamentary trusts can protect and provide for ‘vulnerable’ beneficiaries.

I.e. Vulnerable because of an addiction, a mental health issue, a disability, general naivety, bad with money etc.

This series looks at the benefits of: Special Disability Trusts and All Needs Protective Trusts.

 

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SERIES THREE: THE SMALL COST OF FINANCIAL SECURITY AND PEACE OF MIND

 

Issue 1: Business Succession Planning

Issue 2: Funding Your Estate With Life Insurance

Issue 3: Providing Opportunities for Beneficiaries to Minimise Income and Capital Gains Tax