Comment and Blogs
In the first of a new column for SIPPs Professional, leading SIPP and SSAS figure Martin Tilley, a director at Westbridge, looks at the dangers of cutting costs on property valuations:
The new fiscal year is often a time for SSAS and SIPP repricing, leading to the inevitable need for advisers to reassess their preferred SSAS and SIPP partners, writes Martin Tilley.
Read more: Martin Tilley: Never cut corners on property valuations
In his second article for this new column for SIPPs Professional, leading SIPP and SSAS figure Martin Tilley, a director at Westbridge, looks at how selling a business can affect SSAS planning:
It is nearly 50 years since the concept of the Small Self-Administered Scheme (SSAS) was introduced and, despite their unique features as a retirement planning vehicle, it remains a much underused tool in the Financial Planning process.
Since the death benefit rules changed back in 2015 as part of the Pension Freedoms we have seen a significant fall in the use of bypass trusts.
Read more: Lisa Webster: The death benefit control conundrum
This time two years ago I wrote about when not to use the pension annual allowance. This year this is particularly pertinent.
Read more: Lisa Webster: Pension contributions – a waiting game?
The first Monday back after the Christmas break has come to be known as “Divorce Day” – this year it fell on 4 January.
Read more: Lisa Webster: Details matter for drawdown splitters
The Treasury recently released its consultation paper on how the increase in normal minimum pension age (NMPA) is implemented. We have known for several years that the increase from age 55 to 57 was planned to take effect from 6 April 2028, so there is no surprise in the increase itself.
Read more: Lisa Webster: Protection headaches for the masses?