Entrepreneurs and family business owners appear to be addicted to property investment. So it’s only natural that the most popular type of pension scheme for these individuals is the SSAS pension. The attractiveness of the SSAS pension is well known for commercial property, cash management, lending, and of course, growing an investment portfolio.
But what else is it useful for? After all, it’s a type of discretionary trust, but without the 10 year IHT charges and without annual taxes.
In TaxNav4 we explore how a SSAS pension can be useful for a variety of purposes outside of the conventional “profit into pension” model. We think you’ll be surprised at some of them.
ONLINE EVENT:
The recording is available here: Tax Strategies involving a SSAS Pension
Duration: 1 hour
A SSAS pension is many things to many people. Watch this recording to find out whether a SSAS is:
- The most tax efficient way to hold commercial property?
- The best business profit extraction alternative?
- A succession plan for all family businesses?
- The family pension scheme where you can pool investments?
- Or just a type of discretionary trust without 10 year charges?
After watching the recording, if you have any questions, please email marketing@wbrgroup.co.uk
MEET THE SPEAKERS
Matthew Evans
Executive Director
Matthew Evans
Executive Director
Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.
Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.
After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.
Away from WBR, Matthew likes to keep active. An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.
Peter Collier
Director of Marketing and Distribution
Peter Collier
Director of Marketing and Distribution
Peter is Director of Marketing and Distribution for WBR Group. He fell into pensions in 1997, after being invited to join the board of the company that looked after his SSAS, at the time he exited that business.
Since then, Peter has held senior roles in marketing, business development and strategy within wealth management. He was head of Marketing Strategy at the private bank, Brown Shipley from 2002 to 2012. As Business Development Director at Hurley Partners (latterly Mattioli Woods), Peter was responsible for intermediary and direct sales as well as working on significant corporate projects.
Being a SSAS client for over 30 years, Peter is fully conversant with the product’s benefits and operation. In his time in wealth management he was a regulated adviser and a member of the Securities Institute. He qualified as a Chartered Accountant ‘a long while ago’ and is therefore an FCA.
In his spare time Peter and his wife Melanie look after their small-holding, various animals and orchards, as well as acting as a chauffeur to his daughter! He is a lifelong Spurs supporter and also an avid golf & cricket watcher, and sometimes player.
For further information about tax Strategies involving a SSAS Pension and our tax advisory services, please email marketing@wbrgroup.co.uk.
