Case Studies
How I'm Trying to Avoid Inheritance Tax
One woman explains the practical steps she's taking to reduce her family's inheritance tax bill through charitable giving and other planning methods.
How We Manage Our Charitable Trust: Case Study
A UK charitable trust manager shares how they decide which youth projects deserve funding and the daily challenges of running a grant-giving organisation.
I'm Already Planning My Family Succession: Case Study
A bakery owner shares how he's taking time to plan the handover of his four-generation family business rather than rushing the process.