Ian has over 20 years of experience advising a wide range of UK businesses on SSAS and FURBS and is involved in the continuous improvement of the firm’s SSAS and FURBS IT systems, in particular concentrating on developing efficient working practices for the SSAS and FURBS Team.
Ian manages a large FURBS portfolio and often completes projects for new clients, whether that be completing a forensic review of the scheme to give a clean bill of health, fixing any remedial issues and helping an individual close down an existing FURBS by paying member benefits or death benefits or appointing Barnett Waddingham as Professional Trustee to a FURBS. He also provides bespoke advice for SSAS schemes and in particular helps clients utilise existing pension monies to help finance their business.
Ian works with small to mid-sized Limited companies who wish to make pension provision for the directors of the company. The companies that Ian works with are often family-run companies.
Significant experience:
- Advice to FURBS cases, in particular those FURBS where there has not been Professional Trustee for some time.
- Avice to limited companies about establishing a SSAS for the benefit of the directors and the company.
- Provide existing SSAS clients with bespoke consultancy services.
Other experience:
Experienced in reviewing a FURBS and identifying and fixing any issues that are identified and winding-up FURBS and paying benefits. This particularly includes one-off bespoke cases where the client does not need a long term provider but does not know how to close a FURBS.
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