Comment and Blogs
Whether or not an attorney can appoint a discretionary investment manager is a question that has come up a number of times over the last couple of months. The position on this has changed following updated guidance from the Office of the Public Guardian (OPG), so maybe it is no wonder confusion still abounds.
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.
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.
The first Monday back after the Christmas break has come to be known as “Divorce Day” – this year it fell on 4 January.
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.
This time two years ago I wrote about when not to use the pension annual allowance. This year this is particularly pertinent.