• Platform Due Diligence & CIP – Part 3
    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
    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
    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
    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
    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
    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
    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
    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
    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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