Robert advises a wide range of businesses that are mainly, but not all, based in Scotland on SSAS issues and is currently a member of the firm’s technical resource group for small schemes.
Robert provides bespoke advice for SSAS clients and in particular helps these clients to utilise the existing pension funds to help finance their business needs.
He works with various sized limited companies who wish to utilise the investment options available under a SSAS to provide pension provision for company directors and/or investment in that business.
Robert is also experienced in dealing with SIPP and looks after a small number of SIPP clients in addition to his SSAS clients.
advice to limited companies about establishing a SSAS for the benefit of the company directors
provision of bespoke consultancy services to existing SSAS clients and potential new SSAS clients
consultancy in relation to many different SSAS investments, including commercial property and loans
advice on retirement options including income drawdown