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Case Study
How a Pension Sharing Order could affect your SSAS
We consider how the members of a SSAS’s shares of the scheme assets could change following the implementation of a Pension Sharing Order.
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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
Tax charges for holding residential property in a SSAS or SIPP
Holding residential property in a SSAS or a SIPP is generally not a tax efficient investment for this type of pension scheme. Tax charges for getting things wrong, …
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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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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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Case Study
Covid-19 lockdown: rent deferral and concession options
What happens when a commercial property tenant can’t pay their rent? Understand the key issues that ‘connected parties’ need to consider - including a written audit…
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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
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…