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
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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
Unquoted Shares – can I invest and what to consider
A SSAS is a flexible pension scheme with many advantages over more conventional schemes. One of the advantages of a SSAS is the ability to purchase a wide range of investments and products. This includes purchasing commercial property, making loans to companies or third parties, and the ability to purchase other types of non-standard investments, … Continue reading Unquoted Shares – can I invest and what to consider
Back to basics – what’s a SSAS?
What’s a SSAS? In the last blog I mentioned that, as an accidental salesman, I have been shouting about what a SSAS can do and also that I’m still surprised by how many people have either never heard of a SSAS or don’t appreciate what it can do. So, I thought it might be helpful … Continue reading Back to basics – what’s a SSAS?
How it started and how it’s going
Morhart Pension Services Ltd was established in March 2021. As Morhart has just had its first birthday, now feels like a good time to provide an insight into how we got here and what the future holds. Why Morhart The Morhart team have all worked in the UK pensions industry for many years. When it … Continue reading How it started and how it’s going