Pension Schemes
Despite the bad press that pension schemes have
received over the last 10 years, there are still many appealing
tax and control features of setting up and running your own pension
scheme. The legacy of Robert Maxwell lives on, in the form of
the Pensions Act 1995, and all such pensions must now follow a
rigourous compliance regime which is regulated by OPRA.
Along with other relevant professionals, including
advisers from Whiting
& Partners Wealth Management, we can assist in setting
up and providing ongoing support services for the following types
of pension scheme:
- Final salary occupational insured schemes,
- Small self administered pension schemes (SSAS),
- Executive pension plans (EPP),
- Self invested personal pension (SIPP) plans.
To service our client needs for the various skills
needed in respect of pensions we have established a specialist
pool of expertise. We find that such clients are generally interested
in the following services:
- Advice on holding
appreciating assets within a litigation-proof and tax- efficient
pension 'wrapper',
- Preparing statutory
accounts,
- Audit,
- Paying out pensions through our payroll
bureau service,
- Completing and filing self assessment tax returns.
Instruct us to act as your pension scheme accountants
and let us take away your worry of complying with the various
tax and OPRA rules. We shall also assist you to obtain maximum
tax advantage through structuring your affairs in this manner.
Practical Examples of our Pension Scheme Expertise
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- Holding farm land within a SSAS as an inheritance
tax planning exercise.
- Loaning money back from a cash rich SSAS to the principal
employer.
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