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