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Case Studies

Real examples of inheritance situations and how people resolved them. Stories cover trust benefits, international estates, and tax minimisation.

How I Found a Will: A Case Study
How I Found a Will: A Case Study
One woman's practical search for her great uncle's missing will and what she learned about locating important documents.
How I Minimised Capital Gains Tax on My Inheritance
How I Minimised Capital Gains Tax on My Inheritance
Reduce Capital Gains Tax when inheriting assets by understanding exemptions and planning how you sell investments.
Settling an Inheritance Abroad: A Case Study
Settling an Inheritance Abroad: A Case Study
A UK woman inherited her cousin's estate in Kenya, here's what she learned about handling assets across borders.
The Benefits of a Trust for Me: A Case Study
The Benefits of a Trust for Me: A Case Study
See how one family used a living trust to avoid probate and protect their complicated estate from lengthy legal delays.
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