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Case Study
Gold bullion: the only physical commodity allowed in a SIPP or SSAS
The FCA has added physical gold Bullion to its list of ‘standard assets', and is the only physical commodity allowed in a SIPP or SSAS. This case study shows how an…
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Case Study
By GAD! Drawdown yields to lower levels
Without warning, new Government Actuary’s Department tables for capped drawdown suddenly appeared from HM Revenue & Customs (HMRC) on 18 January 2017. This case…
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Case Study
Using a SSAS loan-back to assist a company’s expansion plans
Employer loan-backs are the unique feature of a SSAS. As the following case study serves to illustrate, SSAS loan-backs continue to offer an alternative source of f…