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.
Tucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.
In June, the FCA published their “Retirement Outcomes Review – Final Report”, which followed from the Interim Report they issued last year. Their Report was accompanied by a Consultation Paper, entitled “Proposed changes to our rules and guidance”.
HM Treasury’s Open Consultation on Pension Scams was published on 5 December 2016. Amongst other things, it proposed that all cold-calls to consumers regarding pensions should be banned; potentially including e-mails and texts.
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015.
Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.
As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
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.
For the sixth consecutive year, we are delighted to have been 'Highly Commended' as Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards.
The FCA have today, published the Retirement Outcomes Review: Proposed changes to our rules and guidance, James Jones-Tinsley, self-invested technical specialist, thinks a number of the ‘findings’ are ‘stating the obvious’.
Company assessment specialist AKG have awarded our SIPP business a rating of ‘B’ for the second consecutive year, meaning our financial strength has been deemed ‘strong’.