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SIPP/SSAS
The following case studies are examples only and are not intended as advice. Each client's circumstances are different and advice should always be sought before making any financial decisions
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]
The following case studies are examples only and are not intended as advice. Each client's circumstances are different and advice should always be sought before making any financial decisions
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]