Case Studies
Protecting a Partner’s or Shareholder’s interest in the business in the event of death or serious illness
“A”, “B” & “C” are Directors of their own limited company and the Articles of Association state the profits and shareholding are to be equally divided between all three...
Business Asset Disposal Relief on the sale of a business to help reduce Capital Gains Tax
“A”, “B” and “C” are partners of an equal partnership valued at £1.2 Million. “C” would like to sell her share as she feels now is the right time to retire. Her share of the...
Deferring Capital Gains Tax On The Sale Of A Business Asset
Mrs Jones purchased new offices in February 2019 for £400,000 as her current offices were too small. The previous offices she owned were sold in January 2019 for £250,000 and...
Using Your Pension To Buy Business Premises
Mr Smith owns business premises used by his company and would like to purchase them using his pension. The premises are valued at £250,000. He has a Self Invested Personal...
Pension Tax Relief Case Studies
Simon earns £60,000 and pays £400 per month into his personal pension. Simon is a Higher Rate Taxpayer and will make a net personal contribution of £240 per month. This is...