We provide professional trusteeship which enables us to guide other trustees on their duties by sharing responsibility.
We can produce financial statements, submit tax returns and do general administration including helping to process investment transactions.
We are often engaged to help an existing set of trustees who want to distribute funds to the beneficiaries and then close down the FURBS.
As of 31 March 2016, we have over 175 FURBS in our portfolio.
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?
For years, the FSCS has been making hefty levies on financial advisers to compensate people after the fallout of what are essentially investment scams. The levies fall on those remaining in the industry.
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?
As a result of tax advantage erosion, funds held within these types of trusts are now taxed in line with general trust rates.
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.
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.
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
Our SIPP division, BW SIPP LLP, has taken on almost 10,000 SIPPs since 1 October, bringing the total now administered to more than 14,000.
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.
Barnett Waddingham has today announced that the number of properties under administration within its SIPP business has exceeded 1,000 for the first time.