For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Case Studies
Read our range of case studies to help put your client’s scenarios into context.
Client case studies
Understanding trustees’ responsibilities
Ivan and Jane become trustees for the first time. Our technical team explore how they can fulfil their obligations in full.
NRB planning on the death of a loved one
Susan is 75 and a recent widow. This case study explores how transferable NRB Planning and a deed of variation can be employed to reduce Susan’s IHT obligations.
Discounted Gift Trust
Eleanor and Felix are a married couple who are 68 and 70 respectively. They have four children, several grandchildren and possibly more in the future.
Excluded Property Trust
Alesha has been resident in the UK for 10 years but is currently non UK domiciled. She has a £1m estate which she plans to leave to her nieces and nephews.
Loan Trust
Catherine and David are married and in their late 60s. They have sufficient income for day to day needs but use savings for ad hoc expenditure e.g. holidays.
Probate Trust
Alan is a 70 year-old widower remarried to Beth his second wife who owns their house valued at £220,000.
Gift Trust
Peggy is a 65 year old widow with a potential Inheritance Tax (IHT) liability.
It's good to talk...
For any help or support for your client’s needs, please don’t hesitate to contact one of our expert Account Managers.
© Prudential 2022
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.