Ian advises a wide range of UK businesses on SSAS and FURBS and is responsible for the continuous improvement of the firm’s SSAS IT systems, in particular concentrating on developing efficient working practices.
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.
- advice to limited companies about establishing a SSAS for the benefit of the directors and the company
- provide existing SSAS clients with bespoke consultancy services
- advice to FURBS cases, in particular those FURBS where there has not been Professional Trustee for some time.
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.