Case Studies

SSAS – A solution to a business succession problem

A long established engineering Company client traded from premises that were owned personally by two directors. Each director held a small number of insured Personal Pension Plans. Director A wanted to set a firm date for his retirement. Director B wanted to remain in service and continue to drive the Company forward for many years.

Setting up a SSAS (Small Self Administered Scheme) to buy commercial property

Pensions Cold Calling

One of our existing SSAS Clients had put the premises which his Company traded from on the market. The premises were owned by his SSAS and the objective of the sale was to release funds so that he could take his Pension Commencement Lump Sum and Pension as, now that he was in his 60s, he was planning to wind up his company.

  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr T. E.Our experiences with PML have always been positive and we have the utmost confidence in all the services they provide. We have recommended PML’s services to several friends.
  • How a SSAS helped a business to expandOur client wanted to expand The opportunity arose for our client to acquire and develop a plot of land adjacent to their business premises.  This coincided with an ambition to purchase an expensive item of machinery to assist in the Company’s ambitions to expand. The Company had insufficient funds to do» Read More