Case study 06.01.2009
Read our case study on income planning to find out how a company director, close to retirement and with little pension provision, can start funding for retirement.
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Business Continuity Planning
Planning and managing long-term business continuity can be a long difficult process. In many instances, a Rowanmoor Pensions SSAS can be a key part of an overall plan to move control and ownership of a business, whether it is to the employees or through the family generations. Below are some examples of how a Rowanmoor Pensions SSAS can be a valuable, tax-efficient business tool.
Use of a common trust - This section demonstrates the advantages of setting up a scheme, which operates under a common trust fund and how the often untimely requirement to sell pension scheme assets to pay members' benefits can be avoided.
Transferring the business - Here we demonstrate how a business can be passed on to the next generation using the Rowanmoor Pensions SSAS.
This information relates to the Rowanmoor Pensions SSAS.