Caitlin Southall

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

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

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

'The carry forward rules can be difficult to navigate'

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

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

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

The value of SSASs after general levy consultation outcome

Clients must have active involvement to ensure compliance with HMRC rules

Pensions can often be overlooked in a divorce settlement