Articles
In his second article for this new column for SIPPs Professional, leading SIPP and SSAS figure Martin Tilley, a director at Westbridge, looks at how selling a business can affect SSAS planning:
It is nearly 50 years since the concept of the Small Self-Administered Scheme (SSAS) was introduced and, despite their unique features as a retirement planning vehicle, it remains a much underused tool in the Financial Planning process.
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
Abrdn is to launch a Junior SIPP product as part of its new family wealth planning offering for financial advisers.
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
Nine in ten SIPP millionaires are men, as the gender pension gap continues to bite, according to new research.