Case studies
Watch this space for frequent real life case studies. These will give ideas of where our SIPPs and SSASs have been used.
Each quarter we will be focusing on a different subject, see below for the most recent case studies.
We value your feedback - please let us know if you have found our case studies helpful or if there is something specific you would like us to look into.
If you have not yet joined the Adviser Support Programme and you would like to join, please contact us at advisersupport@hornbuckle.co.uk or speak to your local trustee consultant.
The focus for quarter 2 2012 is 'at retirement'
Flexible drawdown
The focus for quarter 1 2012 was pension funding.
Pension input periods
Carry forward & intervening tax years
The focus for quarter 4 2011 was SSAS.
SSAS Review service
SSAS takeover
SSAS Loan back
SSAS Loan back - employer in financial difficulty
The focus for quarter 3 2011 was esoteric investments.
Gold bullion investment
Unlisted share purchase
Unlisted share purchase2 - football club
Third party loan
The focus for quarter 2 2011 was taking benefits
Options at drawdown review
Partial drawdown
The focus for quarter 1 2011 was property
Job-related residential property purchase
Personal loan to SIPP to cover VAT on property purchase
Part purchase of property
Joint property purchase
Property acquisition - Using part in specie contribution and part purchase
The focus for quarter 4 2010 was contributions.
Personal in-specie contributions
Employer in-specie contributions
Using in-specie contributions to maximise tax relief
Maximising contributions