Business

SIPP & SSAS Group

BUSINESS OBJECTIVES ACHIEVED

together

We have a dedicated SIPP & SSAS Group at Forbes based in our Blackburn and Preston offices acting for various sizes of pension scheme administrators throughout the North West.

We have developed specialist expertise and efficient systems in a wide ranging number of SIPP & SSAS related topics for almost 10 years to assist our established pension scheme administrator clients and also individual clients working with a scheme administrator on a one-off basis.

Our experience includes:

  • Purchases and Sales (connected and unconnected)
  • Leases (connected and unconnected)
  • Declarations of Trust and Cross Option Agreements
  • In Specie Transfers
  • Property Hiving to remove residential property

We have a practical working relationship between member trustees and their financial advisers and chosen scheme administrator. This ensures that a cost effective and efficient service is always provided, allowing each transaction to proceed as quickly and as smoothly as possible.

Additional Information

Corporate

 
  • Advising SIPP's on the disposal of shares in a company
  • Drafting and advising on a range of security documentation including Authorised Employer Loans and Loan Agreements
  • Drafting ancillary documentation including board minutes and Companies House forms

Dispute Resolution / Debt Recovery

 
  • Enforcement procedures
  • Insolvency procedures
  • Handling cases where liability is contested
  • Advice on credit control procedures

Employment Law

 
  • Assisting organisations in the implementation of stakeholder, final salary, defined benefit and auto-enrolment schemes in the workforce
  • Advising on the interpretation of Scheme rules in matters of dispute;
  • Representation in Pensions Ombudsman proceedings;
  • Calculation and forecast of pension loss in complex litigated matters

Tax & Trust Law

 
  • Drafting bespoke "spousal bypass" trusts for members to nominate pension death benefits
  • Drafting bespoke trusts for minors or other vulnerable beneficiaries on the death of member
  • Acting as professional trustees in situations where funds are to be held on trust for benefit of minor or other vulnerable beneficiary on death of member
  • Advising Pension Fund Trustees on potential beneficiaries when members die without making a nomination
  • Advising on Estate Planning for members outside of their pension arrangements

Contact Us

Get in touch to see how our experts could help you.

Call0800 689 0831

CallRequest a call back

EmailSend us an email

Contacting Us

Monday to Friday:
09:00 to 17:00

Saturday and Sunday:
Closed

Our dedicated Commercial Property team

Adam Bromley

Adam Bromley

Partner & Head of Commercial Property

Commercial Property

PinCentral Lancashire

Call0333 207 1158

Alexandra Whittaker

Alexandra Whittaker

Trainee Paralegal

Commercial Property

PinBlackburn

Call01254 222352

Callum White

Callum White

Paralegal

Commercial Property

PinCentral Lancashire

Call01772 220227

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Contact Us

If you have a general enquiry then please fill in your details and someone will contact you.

Call0800 689 0831

CallRequest a call back

EmailSend us an email

Contacting Us

Monday to Friday: 09:00 to 17:00
Saturday and Sunday: Closed