Case Studies
Is a SSAS right for my client?
SSAS pensions offer the most flexibility amongst pension plans, but with the same tax efficiencies as other schemes, making them very attractive for company directors, especially those in family run o
SIPPs – What if I don't have enough funds for a purchase?
If your client or your client’s business owns a commercial property, then transferring their property into a SIPP can be very beneficial.
Why should my client consider a SIPP?
A SIPP (Self-Invested Personal Pension) allows individuals to make their own investment decisions.
What flexibility does a SSAS give?
One of the key reasons a SSAS is popular with Directors, is due to the extensive flexibility and control over the investment policy and assets.
Joint Ownership of SIPP: can I purchase the remaining part later on?
If your client has their own business and wants to establish a SIPP to buy that commercial property, but they don’t have the funds in their pension to do so, there are still options to make this a via
Multi-member SIPP arrangement: Can I co-own with another entity?
A group of individual SIPP schemes can each purchase a share of a commercial property, in a “syndicated” arrangement or group purchase.