FURBS
We administer Funded Unapproved Retirements Benefits Schemes (FURBS), often providing a professional trustee as part of that service
Related knowledge and resources
Ian Jones 
Ian Ward 
Mark Pipe 
Stefan Sowerby Blogs
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Will base rate reduction yield cheaper borrowing from SSASs?Following a cut in base rate on 4 August for the first time since March 2009, we ask whether companies can now borrow more cheaply from SSASs as the minimum interest rate set by HM Revenue & Customs is linked to base rate?
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Budget 2015 roundupThe Chancellor of the Exchequer delivered his 2015 Budget speech yesterday. The speech included a few pensions-related points, some of which were expected as they had been previously announced or reported in last weekend’s national press.
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Taxation of Pensions Act 2014The new pension freedoms are now part of UK legislation, with the Taxation of Pensions Act 2014 receiving Royal Assent on 17 December 2014. Here’s a quick helicopter view of the 78 pages of legislation.
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Current tax position of FURBS
As a result of tax advantage erosion, funds held within these types of trusts are now taxed in line with general trust rates.
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Taxation of Pension Death Benefits
The death benefits that can now be provided from SSASs and SIPPs are more tax-efficient and available to more classes of beneficiaries following the introduction of the Taxation of Pensions Act 2014 and the Finance Act 2015. This summarises the changes.
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Flexi-Access Drawdown
The Taxation of Pensions Act 2014 allows pension savers who have reached pension age to draw from their pension funds without limit from 6 April 2015. Our latest briefing note looks at income drawdown rules.
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Further support for Crisis at Christmas
A raffle held at the Barnett Waddingham staff Christmas party has helped to raise additional financial support for Crisis at Christmas – the charity that aims to end homelessness and help change people’s lives for the better.
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SIPP properties break 1,000 mark for first time
Barnett Waddingham has today announced that the number of properties under administration within its SIPP business has exceeded 1,000 for the first time.
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Our SSAS comes highly commended
Barnett Waddingham was named as a highly commended SSAS provider at the 2014 Investment Life & Pensions Moneyfacts Awards held at the Lancaster London Hotel on 25 September.
