Lisa White
Lisa advises on all aspects of SSAS and is a member of the firm’s technical committee, which provides guidance on SSAS and SIPP pension legislation.
Lisa has developed particular expertise as a SSAS Client Manager, guiding trustees through the management of this type of pension arrangement and the retirement benefits that may be provided and working alongside professional advisers to implement investment strategies.
She works with companies who wish to make pension provisions for the directors of their company, trustees who require assistance with the specific requirements that apply to SSASs and with professional advisers acting on behalf of their SSAS clients.
Significant experience:
- establishing new SSASs for the benefit of company directors and employees
- completing the formalities of Professional Trustee appointments to existing SSAS clients
- providing bespoke consultancy services to SSAS clients and their advisers
Comment & Insight
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Briefing SSAS and SIPP properties and environmental issues
A look at what needs to be considered before investing in commercial property as part of a SSAS or SIPP scheme.
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Blog post Death and SSASs
SSAS Client Manager; Lisa White, explains how spending a few moments thinking about your circumstances, could save taxes being imposed on your pension savings in the future.
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Blog post Are you leaving the lifetime allowance charge to chance?
The lifetime allowance (LTA) charge for pension savings is akin to picking that 'chance' card in a game of Monopoly. SSAS Client Manager, Lisa White asks: are you leaving the lifetime allowance charge to chance?
Careers
Lisa graduated from Leicester University in 1998 with a BSc (Hons) degree in Economics and joined Barnett Waddingham’s Cheltenham office that year. Lisa transferred to our Leeds office in 2013.
Interests
Lisa is a keen badminton player and attends the theatre as often as possible.