Covid-19: Supporting you through challenging times
In these unprecedented times, we know that our clients will have lots of questions and concerns with regard to their pension arrangements; particularly those who may already be drawing an income from their pension.
We have therefore consulted our vast back-catalogue of blogs, briefing notes and case studies – and have selected half a dozen that we believe are pertinent to the current situation, and which we hope will be of interest and help. We will keep adding this as we release further content so keep checking back for our latest insight.
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More of our self-invested insight
Keeping it brief: bringing clarity to the complex
Case studies: demonstrating our partnership approach
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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…
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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 lifeti…
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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 comp…
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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 …
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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 nee…
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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…
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