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Case Studies

Information Forms

Due Diligence

Case Books

Our casebooks are drawn from the chronicles of the Pensions Ombudsman and HMRC Tribunals and are designed to draw from these cases, perhaps in a light-hearted and easily digestible way, points that might be of relevance to advisers who work with self-invested and self-administered pensions.

case books


Case Book 1 
The Case of the Missing
Protection


Case Study 2
The Loan that wasn't a
Loan

Case Book 3 
The problem of the Sub Tenancy Dispute

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