SIPP

 

A Self Invested Personal Pension (SIPP) is the SSAS equivalent for the self-employed, partnership or an employee.

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SSAS

 

The advantage of a Small Self Administered Scheme (SSAS) to any small to medium sized business.

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News from Westerby – March 2014
 

Westerby Trustees at the Leicester Businss Festival

Westerby Investment Management and Westerby Trustee Services were proud to be part of the Leicester Business Festival events this week, hosting a presentation on the benefits of Small and Medium sized companies investing in their own commercial premises through Self-Administered Pensions.

The morning was a great success as speak Ian Jarvis, Business Development Director for Westerby Trustee Services, guided the audience through the basics of commercial property purchases using pension funds and what can, and cannot be achieved within HMRC rules. The presentation included informative case studies.

Colin Hopewell, Senior Financial Consultant for Westerby Investment Management, outlined the advisory aspects of retirement and death benefits following ground-breaking changes to pensions introduced in 2015.

Ian and Colin will be presenting at similar events over the coming months and welcome contact from business owners looking to use their pension funds for commercial property purchase. If you would like to learn more, please contact either Ian or Colin for details of upcoming presentations or to arrange a meeting.

If you’d like more information about Westerby Trustee Services

Westerby Trustee ServicesSales & Admin +44 (0) 116 326 0183
Email us here

We will contact you to arrange an initial consultation.

QROPS - The Westerby International Retirement PlanSSAS - Small Self Administered Scheme - Brochure Download
 

CONTACT US

Westerby Trustee Services
The Crescent
King Street
Leicester
LE1 6RX

 

Westerby Investment Management

 

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