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Caitlin Southall

Why documentation is king in the world of SSAS

Pensions

Why documentation is king in the world of SSAS

'SSAS documentation - it isn't just best practice or a fiduciary requirement'

clock 04 July 2025 • 4 min read
Understanding UK money habits: FCA's 2024 Financial Lives report key takeaways

Regulation

Understanding UK money habits: FCA's 2024 Financial Lives report key takeaways

'Survey highlights significant challenges in financial resilience and pension savings'

clock 12 June 2025 • 5 min read
Interconnections: SIPP/SSAS taxable property

Pensions

Interconnections: SIPP/SSAS taxable property

The consequences of holding taxable property in a SIPP or SSAS can be onerous and will offset the tax advantages offered by such a pension solution, warns Caitlin Southall

clock 12 May 2025 • 4 min read
Business' tax year planning – a reminder on carry forward

Tax planning

Business' tax year planning – a reminder on carry forward

'The carry forward rules can be difficult to navigate'

clock 31 March 2025 • 4 min read
SSASs and developing property: Everything advisers need to know

Pensions

SSASs and developing property: Everything advisers need to know

Property development within a SSAS ‘huge benefit for SME business owners’

clock 12 March 2025 • 5 min read
IHT shake-up: What will come of SSAS discretionary death benefits?

Pensions

IHT shake-up: What will come of SSAS discretionary death benefits?

'Essential that issues are addressed and rectified in the draft rules'

clock 17 February 2025 • 4 min read
SSAS and divorce: Everything advisers need to know

Pensions

SSAS and divorce: Everything advisers need to know

'It's estimated that only 4% of divorces include a pension'

clock 30 January 2025 • 5 min read
SSAS and the general levy: A victory for common sense

Pensions

SSAS and the general levy: A victory for common sense

The value of SSASs after general levy consultation outcome

clock 26 March 2024 • 5 min read
SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Pensions

SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Clients must have active involvement to ensure compliance with HMRC rules

clock 20 February 2024 • 5 min read
Fair financial settlement: Divorce and the gender pensions gap

Pensions

Fair financial settlement: Divorce and the gender pensions gap

Pensions can often be overlooked in a divorce settlement

clock 04 January 2024 • 5 min read
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