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.
A look at what needs to be considered before investing in commercial property as part of a SSAS or SIPP scheme.
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.
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?