RP case studies

Jessica List looks at an ill-health retirement case study where a SIPP comes in handy...

Stephen McPhillips explores a commercial property purchase case study in his latest article for RP

Gemma Fenton pens her first article for RP - a SSAS case study featuring a property purchase

A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List

Stephen McPhillips delves into a case study featuring intellectual property and pension planning

Jessica List runs through a land purchase-focused case study where an adviser helps make a client’s pensions wishes come true

Stephen McPhillips talks through a SSAS loan to employer scenario which enables a business to expand in the latest RP case study

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS