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Blog
SSAS takeovers: a guide to switching professional trustees
Looking to transfer an existing SSAS Pension to a new trustee? Read our three-step guide on what needs to happen in a SSAS takeover.
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Blog
Finance Bill would cap pension lump sum protection
Those with enhanced protection face a new cap on the tax-free Pension Commencement Lump Sum entitlements.
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Blog
Can I change my SSAS trustee?
We are frequently asked to provide a new home for existing SSAS and it often comes as a surprise that trustees may usually be changed if that is appropriate.
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Case Study
SSAS Repair Shop branches out: Does my SSAS need an MOT?
In some cases, SSAS have not been thoroughly checked for over 15 years, and that can bring with it a variety of issues.
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Case Study
Further tales from the SSAS ‘repair shop‘
How SSAS clients can he helped with tricky problems in order to set their pension scheme on the right footing and preserve the tax privileged funds for future gener…
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Blog
SSAS - niche, but neat and nifty
Three examples where SSAS fits the bill best for alternative pension arrangements which achieve a client’s aims cost effectively.
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Case Study
Tales from the SSAS ‘Repair Shop‘
See how we help SSAS clients get their pension scheme on the right footing and preserve the tax privileged funds for future generations.
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Blog
A “Repair Shop” for SSAS
A well looked after SSAS could provide financial security for decades which, if not exactly a thing of joy, certainly adds to the wellbeing of the family. Read our …
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Briefing
The role of a scheme administrator
When it comes to overseeing a SSAS, appointing a pension scheme administrator requires a full understanding of the duties inherent to the role.
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Blog
How to prevent penalties for sole trustee SSASs and FURBS
Clients who act as sole trustee to their SSAS or FURBS are unknowingly storing up potential problems for their families after their death, which could easily be avo…