He provides bespoke advice for SSAS schemes and in particular helps clients utilise existing pension monies to help finance their business. Ian also manages a large FURBS portfolio and often completes one off projects such as helping an individual close down and existing FURBS and pay benefits.
Ian works with small to midsized Limited companies who wish to make pension provision for the directors of the company. The companies that Ian works with are often family run companies.
Experienced in winding up FURBSs and paying benefits; in particular one off bespoke cases where the client does not need a long term provider but does not know how to close a FURBS.
As a result of tax advantage erosion, funds held within these types of trusts are now taxed in line with general trust rates.