Mark advises directors and trustees on SSAS issues including scheme establishment, contributions, investments (such as property purchase, loan backs, borrowing) retirement benefits and death benefits. Mark is a director of Barnett Waddingham’s trustee companies.
His years of advising SSAS clients make Mark a trusted consultant for SSAS clients needing concise and down-to-earth guidance and solutions on matters which crop up during the lifespan of a SSAS often involving the complex and ever changing subject of HMRC legislation and its impact on trustees’ options on scheme design, investments and benefits.
Mark advises many clients wishing for their SSAS to invest with their company with the objective of prosperity for both.
recently worked with a client to consolidate his existing pension savings into a SSAS (circa £320k) which he then used to buy a property to let to his son’s auto business
advised a client on the making of a significant contribution to a SSAS (£100k) with 50% being loaned back to his company, all paperwork to set up the scheme and make the loan was completed and loan capital transferred within four weeks of the contribution
Mark is comfortable with his clients’ SSASs holding a mixture of pooled and earmarked investments within the same SSAS
Mark joined Barnett Waddingham’s Leeds office in 1998. Prior to joining, Mark worked for almost 12 years in a variety of roles at a life office. Mark became a partner in 2012.
Outside of the office Mark’s interests include snowboarding, a bit of surfing, playing bass guitar and being a terrible pop music bore.
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