Rachel has experience looking after a portfolio of Small Self-Administered Schemes (SSAS) located across the UK.
She advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing).
Rachel has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.
- advice to a wide range of SSAS clients of varying size
- advice to SMEs on the establishment and operation of SSAS for owner/managers
- Rachel is comfortable with her clients’ SSASs holding a mixture of pooled and earmarked investments within the same SSAS
- bespoke consultancy to SSAS cases with esoteric investments