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Case Studies

Information Forms

Due Diligence

Case Books

Help & Guidance

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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