Carol Paterson

Carol has experience looking after a portfolio of Small Self-Administered Schemes (SSAS) located across the UK.

She provides technical guidance and administration services to a range of directors and trustees on SSAS issues including scheme establishment, contribution limits, retirement and death benefits and investments (such as loan backs, property sale and purchase, and borrowing). 

Carol has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.

Significant experience:

• establishing new SSASs for the benefit of company directors and employees
• providing advice in relation to pension benefit options
• calculating and processing pension benefits and pension payments
• advising on tax efficient property purchases, property sales and loans from SSASs to both sponsoring employers and third parties
• scheme wind ups