Case Studies

Taxation Case Studies

The following case studies can be accessed on each calculator’s information page, or by clicking on their link below

Income Tax

Client receiving income of more than £100k & wants to see the impact of paying pension contribution; Income-CS

Inheritance Tax

Client wants to know their potential IHT liability; IHT-CS


IHT Gift Calculator

Client has previously made gifts; IHTGift-CS


Loan Trust

Client wants to see the tax advantages of arranging a Loan Trust; Loan- CS


Capital Gains calculator

Client wants to calculate their potential capital gains/losses; CGT-CS


Capital Gains Tax summary

Client wants to calculate their potential Capital Gains Tax liability; CGTsum-CS


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