A close and growing collaboration between Wards Solicitors’ Commercial Property Team and Morhart Pension Services is helping to ensure a comprehensive, smooth and efficient wraparound service for Small Self-Administered Scheme (SSAS) clients. Together, Morhart and Wards have a number of existing ongoing client matters in progress involving pension scheme property purchases, leases, sales and scheme … Continue reading Thinking about a Small Self-Administered Scheme for your business? How Morhart Pension Services with Wards Solicitors can help
A case study – a simple SSAS
It is a common misconception that SSASs are established just to facilitate a loan to the employer or to acquire a commercial property. Agreed that was a big driver in the good old days but now a SSAS with a competitive fee structure and modern online functionality can help clients in a wide variety of … Continue reading A case study – a simple SSAS
Lifetime Allowance – post budget update
The Chancellor’s recent budget statement has made my recent post on the Lifetime Allowance (LTA) somewhat obsolete. To help you understand what the pension changes mean for you, your scheme and SSASs in general, keep reading. What we expected In his pre-budget statement, the chancellor stated that the LTA would be increased which would have … Continue reading Lifetime Allowance – post budget update
Lifetime Allowance (LTA) and your 75th birthday
One of the questions we are frequently asked by SSAS clients is regarding the lifetime allowance or LTA – how does it work and can I be caught out by it? There isn’t a limit on the amount of detail you can go into regarding the LTA and how it affects all types of pension … Continue reading Lifetime Allowance (LTA) and your 75th birthday