Para-Sols | Case Studies Archives

Platform Due Diligence & CIP – Part 3

In the part that ties together the ‘why’ and the ‘what’, we look at the ‘how’ of […]
Case Study: Defined Contribution Death Benefits

There is a lot of planning merit in looking at the nature of death benefits paid by […]
Case Study: Drawdown Options and the Lifetime Allowance

The Lifetime Allowance, at £1,030,000 for 2018/19 and increasing by CPI each year, is likely to trap […]
The rising cost of IHT

Here at Para-Sols we’ve seen a noticeable increase in the amount of cases focusing on inheritance tax […]
Case Study: More than the Critical Yield

Recent press coverage of the problems in Defined Benefit funding and the combination of factors leading to […]
Case Study: Tapered annual allowance for higher earners

April 6th 2016 saw the introduction of a tapered annual pension contribution allowance for individuals with earnings […]
Case study: Annuity Income

There will be a number of individuals with older pension plans, containing guaranteed annuity rates or guaranteed […]
Case Study: State Pension Planning

Paraplanner Grant provides us with a great case study on a clients retirement income strategy using the […]
Case Study: Offshore Bond

Offshore Bond and use of personal allowances We came across an unusual case recently, which involved a […]

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