| PENSIONS | PENSIONS & DIVORCE |
SIPPS/SSAS | INVESTMENTS | PROTECTION | TAXATION | MORTGAGES | PERSONAL ACCOUNTS (NPSS/NEST) |
SIPP/SSAS
Case Study 1 - SIPP Property Purchase
A two director limited company owning the premises from which it was trading came to us with a view to some planning which would increase cash flow for future years whilst also reducing corporation tax in the previous year.
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Case Study 2 - SSAS Corporation Tax Planning
This case study uses an idea perfectly suited to a company director who is close to retirement but has not made serious pension provision.
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Case Study 3 - SIPP turns £31,800 into £84,600 in 1 week
In this case study we helped a client make a 266% return on his capital within 1 week by taking no risk at all with his money.
A client aged 51 earning £140,000 per annum came to us explaining that he wished to wipe out as much of his higher rate tax bill as possible for the year by making a pension contribution. He still required an income of c. £61,000 net for the year in order to live.
[more]
Case Study 4 - SIPP "in specie" transfers mean the govt give client £10,000 back
A client of ours had built up a small shareholding in various banks, building societies, BT etc from demutualisations and privatisations over the years totalling £20,000 and wanted some advice on how to simplify his tax return regards the dividend income etc
[more]
Case Study 1 - SIPP Property Purchase
A two director limited company owning the premises from which it was trading came to us with a view to some planning which would increase cash flow for future years whilst also reducing corporation tax in the previous year.
[more]
Case Study 2 - SSAS Corporation Tax Planning
This case study uses an idea perfectly suited to a company director who is close to retirement but has not made serious pension provision.
[more]
Case Study 3 - SIPP turns £31,800 into £84,600 in 1 week
In this case study we helped a client make a 266% return on his capital within 1 week by taking no risk at all with his money.
A client aged 51 earning £140,000 per annum came to us explaining that he wished to wipe out as much of his higher rate tax bill as possible for the year by making a pension contribution. He still required an income of c. £61,000 net for the year in order to live.
[more]
Case Study 4 - SIPP "in specie" transfers mean the govt give client £10,000 back
A client of ours had built up a small shareholding in various banks, building societies, BT etc from demutualisations and privatisations over the years totalling £20,000 and wanted some advice on how to simplify his tax return regards the dividend income etc
[more]