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Blog
SSAS and SIPP members should review their expression of wishes
Changes to lump sum death benefits expected on 6 April 2024 mean it's important for SSAS and SIPP members to review their expression of wishes forms.
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Case Study
How a Pension Sharing Order could affect your SSAS (part 2)
How the SSAS assets between members could change where there is insufficient cash to meet the Pension Sharing Order obligations.
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Case Study
How a Pension Sharing Order could affect your SSAS
We consider how the members of a SSAS’s shares of the scheme assets could change following the implementation of a Pension Sharing Order.
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Blog
Why now could be a good time to increase your pension contributions
Set your New Year’s Resolutions? Lisa White explains why ''The Power of One'' will be hers. It could now be a good time to increase pension contributions.
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Case Study
Tax charges for holding residential property in a SSAS or SIPP
Holding residential property in a SSAS or a SIPP is generally not a tax efficient investment for this type of pension scheme. Tax charges for getting things wrong, …
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Blog
Changes to the planning laws: the implications for SIPP and SSAS
Under new planning rules, existing commercial properties may be able to be converted into residential property more easily. But what are the tax implications for SI…
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Blog
SSAS pensions: our role as a professional trustee
Our role as a professional trustee to SSAS clients is to support the member trustees as they carry out their duties, whilst making pensions legislation as clear and…
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Blog
How can I hold student property in my SSAS or SIPP?
There are a number of factors to consider when deciding whether to bring hall of residence into your pension scheme. Not all properties will meet HMRC’s criteria as…
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Blog
Holding residential property in SSAS or SIPP – what you need to know
When it comes to buying property in your SSAS or SIPP, you need both knowledge and wisdom, especially where there is the possibility that the property could be deem…
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Blog
Divorce and the SIPP
If you are going through a divorce the last thing on your mind may well be your, or your spouse’s, pension savings. However, as pension savings can be a valuable pe…