Mark advises directors and trustees on SSAS issues including scheme establishment, contributions, investments (such as property purchase, loan backs, borrowing) retirement benefits and death benefits. Mark is a director of Barnett Waddingham’s trustee companies.
His years of advising SSAS clients make Mark a trusted consultant for SSAS clients needing concise and down-to-earth guidance and solutions on matters which crop up during the lifespan of a SSAS often involving the complex and ever changing subject of HMRC legislation and its impact on trustees’ options on scheme design, investments and benefits.
Mark advises many clients wishing for their SSAS to invest with their company with the objective of prosperity for both.
recently worked with a client to consolidate his existing pension savings into a SSAS (circa £320k) which he then used to buy a property to let to his son’s auto business
advised a client on the making of a significant contribution to a SSAS (£100k) with 50% being loaned back to his company, all paperwork to set up the scheme and make the loan was completed and loan capital transferred within four weeks of the contribution
Mark is comfortable with his clients’ SSASs holding a mixture of pooled and earmarked investments within the same SSAS
Clients who act as sole trustee to their SSAS or FURBS are unknowingly storing up potential problems for their families after their death, which could easily be avoided by some simple planning now.
This guide contains everything you need to know about drawing benefits from a typical money purchase SSAS set up on Barnett Waddingham’s standard rules. From details about the LTA and Capped Drawdown to taking a tax-free lump sum and the MPAA.
Our go-to guide contains everything you need to know about drawing benefits from a typical money purchase SSAS set up on Barnett Waddingham’s standard rules.