Technical Briefing: SIPPS- Annual Allowance 2012

Carry Forward and Tax Relief

Any unused tax relief in the previous 3 years can be carried forward, provided that they were a member of a Registered Pension Scheme in the tax year for which relief is being carried forward. Click here to read more about SIPPS 2012 Annual Allowance

Technical Briefing: QROPS and USA

US Citizens and Expat US Tax Residents

There are nearly 700,000 UK expats living in the US, and research shows that typically expats have about 27% of their personal wealth in pensions.

To read more about QROPS and the USA click here

SIPP/SSAS/QROPS 2012 – Updates and reminders

To read about the 2012 changes to SIPPS, SSAS, QROPS and Protected Rights please click here

NEWS LETTER: SIPP/SSAS RULES 2011

We thought it might be useful to summarise the important changes effective in 2011 and how they affect SIPPS and SSAS

To read more about the effect of SIPP/SSAS rule changes, brought in in 2011 please click here

NEWS LETTER: SIPPS – A GUIDE TO PROPERTY PURCHASE AND LEASE

Why invest in property? A SIPP allows you the option of investing in property.

To read more about using a SIPP to buy property, click here

NEWS LETTER: A CASE FOR CORPORATE SIPPS

We believe that Corporate SIPPS will become a major market. Employers have....

To read more about simplifying Corporate SIPPS and low costs for employers, directors and their staff, please click here

NEWS LETTER: SIPP Basic Rules 2011

What is a Self Invested Personal Pension (SIPP)?

To read more about the latest 2011 SIPP Rules please click here

NEWS LETTER: SIPP PROPERTY SYNDICATES: CLUBBING TOGETHER TO BUY PROPERTY

Buying commercial property as a joint asset by a number of SIPPS has been....

To read more about SIPPS clubbing together to buy property click here

NEWS LETTER: SSAS OR SIPP?

are they different? Yes. Fundamentally. A SSAS is a stand alone scheme...

to read more about the Differences between SSAS and SIPP click here

NEWS LETTER: A CHOICE OF SIPPS AND SSAS TO MEET MOST REQUIREMENTS

Are you are dissatisfied with the service and support from your current SIPP Provider?

NEWS LETTER: RESIDENTIAL PROPERTY: What’s Allowed – SIPP/SSAS/QROPS/QNUPS

SIPP/SSAS/QROPS/QNUPS

What is Allowed- SIPPS and SSAS can invest in residential property, either in the UK or overseas, provided…

News letter: SIPP/SSAS and the Case of the Disappearing Pension

Falling Drawdown Rates

There have been a number of reports in the press – both trade and national press – about how the new drawdown limits are affecting pension scheme members.

News letter: SIPP/SSAS - HMRC UPDATES and Reminders

Fixed Protection

HMRC have now issued the form that is to be used for Fixed Protection. It is applicable to those who believe they may, or accrue a total pension asset valued between £1.5M and £1.8M.