SSASs, SIPPs & Legacy Planning
Extraordinary experience going back more than 30 years, in the specialist field of member-directed pensions. Informed, holistic strategic financial planning that focuses on tax-efficiency and capital preservation within the family.
SSASs - The way forward?
The opportunity for Small Self-Administered Pension Schemes (SSASs) to play an important & effective role in family tax & legacy planning has never been better.
Know Your Pension?
How much do you know about your pension fund? The rules have changed recently, and it is probably one of your largest assets. Take our simple test to see if you are on top of it.
Who Will You Nominate?
Pension schemes have become a valuable family trust. New rules allow for the nomination of anyone, of any age to benefit from the fund on the death of the member.
The Lifetime Allowance
From April 2016 the lifetime allowance (LTA) reduced to £1million and any savings above the limit will lose valuable tax relief if not protected. Take a look at our expert analysis.
Our Strategic Advice
April 2015 - and something exciting has happened in the world of pensions. There are now opportunities to preserve and pass on family assets to future generations. Now is a perfect time to talk to us.
The value of your investments and the income
from them may go down as well as up, and you could get back less than
you originally invested.