Case Studies


Has Covid knocked your retirement plans off track? Many people feel the Covid pandemic is threatening their retirement plans – Mark and Tina are a good example.

Not taking advice on your pension death benefit nominations can cause huge stress and hardship Sue’s story shows how vital it is to consider carefully who should inherit your pension death benefits.

Intergenerational planning: can you afford gifts to your family? Leanne’s story shows why it is critical to think carefully about how you pass money to your heirs. It also illustrates why consulting a financial planner can help you avoid a large tax bill, assist children when they need it most, and understand what is affordable.

Small pay rises can cause a huge unexpected tax bill for final salary pension scheme members: taking advice is crucial Many final salary pension scheme members are unaware that a relatively small pay rise could generate a large tax bill if it pushes you over your annual allowance.


Kind words from our customers

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Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

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