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Category Archives: SSAS

The Ronseal Rectification

August 12, 2014by andrewddroberts Leave a comment

A quick post, seeing as there is a lot on currently. I often talk about The Pluto Problem.  When I was at school, Pluto was a planet and everyone knew […]

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SIPP, SSAS

Have they cracked it, or are they crackers?

July 22, 2014by andrewddroberts Leave a comment

The Government has announced its plans for closing the 24bn tax loophole on uncapped drawdown and as I thought, they came up with some more out of the box thinking to come […]

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Budget 2014, SIPP, SSAS

Death and taxes

July 21, 2014by andrewddroberts 1 Comment

Here’s some thoughts I jotted down on what the new tax on lump sums comgin out of drawdown plans may look like.  I wrote this a week or so ago, […]

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SIPP, SSAS

Uncapped Drawdown restriction

July 18, 2014by andrewddroberts Leave a comment

So, have the Government thought of a good way to thwart £24bn potential tax loss resulting from allowing free access to pensions? Corporate Adviser think so. And it might just […]

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SIPP, SSAS

Three key challenges when scrapping the Lifetime Allowance

July 15, 2014by andrewddroberts Leave a comment

Here is what I have been battling with. Any change to pension framework including scrapping the Lifetime Allowance will need to address three big points: It has to be tax […]

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SIPP, SSAS

In the second week of Wimbledon, what behaviours does the LTA encourage?

July 1, 2014by andrewddroberts Leave a comment

In last week’s blog, I discussed why it is time to scrap the LTA.  I have compiled a list of behaviours which could be attributed to the (potential) impact of […]

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SIPP, SSAS

In Wimbledon Week, I say it’s time to scrap the LTA

June 24, 2014by andrewddroberts Leave a comment

OK, not the Lawn Tennis Association, but the Lifetime Allowance. As a system for controlling tax relief on pensions, the Lifetime Allowance wasn’t all bad at all, other than the […]

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SIPP, SSAS

How to fill the 24bn pension loophole

June 3, 2014by andrewddroberts 3 Comments

Budget 2014 contained some (sorry to be cliché) radical pension reforms, and the Telegraph has picked up on an obvious flaw in the plan, something spotted by me and everyone else […]

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SIPP, SSAS

The Author

February 5, 2013by andrewddroberts Leave a comment

Andrew Roberts @andrewddroberts

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SIPP, SSAS

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Andrew Roberts

Categories

  • Blog
  • Budget 2014
  • Press Clipping
  • SIPP
  • SSAS

Budget Budget 2014 Capital Adequacy death benefits Disclosure Financial Planner FSA Headscratchers lifetime allowance SIPP SIPPs Professional SSAS tax relief

What I’m Tweeting

  • Just checking this still works ... 3 years ago
  • A true legend of the pension industry and a great guy to spend time with just chatting. So long @AJBellMike. I miss you already. 5 years ago
  • @bwsippandssas BEST SSAS provider award Highly Commended #ILPAwards yah! https://t.co/P1vLeCtQ8B 5 years ago
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