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Barnett Waddingham
0333 11 11 222

Case studies

Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?

One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go into drawdown and again when you reach age 75.

Organising a pension scheme buyout – efficiently and cost-effectively

When the Alliance Trust Companies’ Pension Fund needed winding up, we used our specialist teams and strong project management to bring together every aspect of a highly complex process.

Providing expertise in global accounting consolidation

Our client, Tate & Lyle, is a global provider of solutions and ingredients for food, beverage and industrial markets, with over 11,500 members of pension and other post-retirement plans in the UK and the USA.

Securing pension scheme members in BHS buyout

We played a critical role in helping secure the pensions of 9,000 BHS staff. Our work for this client has been very much a team approach, with a number of service areas coming together to provide advice and support to achieve a superb result.

Timely and efficient IAS19 accounting for a company with £1.5 billion of DB obligations

Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.

SSAS as an intergenerational planning vehicle

Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.

A change of corporate ownership - reviewing the pension implications

We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.

Using pension savings to avoid future tax liabilities on commercial property

Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.

Signatory requirement saves SSAS client from pensions scam

A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.

Defining the benefits of DB transfers: members and families

Following the introduction of ‘Pension Freedoms’ in 2015, we examine whether members of Money Purchase schemes should choose to transfer from defined benefit occupational pension schemes. Let us introduce you to John and Sarah.

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