Pensions and Trusts

Our pension specialists can provide you with pension products to ensure maximum return on your investments in a flexible package, as well as advise on workplace pension schemes.

 

Take control of your pension funds

Your pension is a considerable investment vehicle and we can advise you on how to take control of the funds within it and make them work for you.

We frequently set up and manage Small Self-Administered Pension Schemes (SSAS) for entrepreneurs, business owners and family companies with similar long-term investment objectives who are looking for investment flexibility and access to a full range of asset classes, all within a tax efficient structure.

Many clients choose to use their pension assets to buy their commercial property and pay rent to themselves and their pension funds as opposed to a commercial landlord. Another popular option is to lend money back to the company  to enable it to fund further  growth.

 


Trusteeships

Our experts can take away the legal complexities of managing a fund and act as trustees of SSAS, Pension Schemes, Registered Group Life Arrangements and Excepted Group Life Arrangements.

By using our specialists you can feel confident that your pension scheme is run correctly and that your members' benefits are secure. Our team will keep your scheme legally compliant and prevent any actions that may invalidate the tax benefits of the pension scheme or result in costly penalties from the regulator.