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Case Studies

Case Studies

Read our range of case studies to help put your client’s scenarios into context

 

Client case studies

 

Understanding trustees’ responsibilities

Ivan and Jane become trustees for the first time. Our technical team explore how they can fulfil their obligations in full.

6 minute read

NRB planning on the death of a loved one

Susan is 75 and a recent widow. This case study explores how transferable NRB Planning and a deed of variation can be employed to reduce Susan’s IHT obligations.

5 minute read

Discounted Gift Trust

Eleanor and Felix are a married couple who are 68 and 70 respectively. They have four children, several grandchildren and possibly more in the future.

5 minute read

Excluded Property Trust

Alesha has been resident in the UK for 10 years but is currently non UK domiciled. She has a £1m estate which she plans to leave to her nieces and nephews.

5 minute read

Loan Trust

Catherine and David are married and in their late 60s. They have sufficient income for day to day needs but use savings for ad hoc expenditure e.g. holidays.

4 minute read

Probate Trust

Alan is a 70 year-old widower remarried to Beth his second wife who owns their house valued at £220,000.

3 minute read

Gift Trust

Peggy is a 65 year old widow with a potential Inheritance Tax (IHT) liability.

3 minute read

It's good to talk...

For any help or support for your client’s needs, please don’t hesitate to contact one of our expert Account Managers. 

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.