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Case Study
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 …
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Case Study
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 hi…
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Case Study
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 …
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Case Study
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 a…
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Case Study
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.
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Case Study
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. Re…
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Case Study
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 indust…
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Case Study
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 o…
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Case Study
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.
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Case Study
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 occupa…
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