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Latest News

  • Important - New BACS forms
    - March 2012

  • Our link with Barclays stockbrokers
    - March 2012

  • In video - Looking back to 2011 and forward to 2012 Dave White our Managing Director
    - January 2012

Guidance notes


We regularly produce guidance notes on areas you may experience in your day to day business.

If there is a subject you would like guidance notes on please let us know and we will see what we can do. If  you have not yet joined the Adviser Support Programme and you would like to join, please let us know on advisersupport@hornbuckle.co.uk or speak to your local trustee consultant.

Benefits

PDFFlexible drawdown key points

PDF Lifetime allowance changes and transitional protection

PDF Understanding pension benefits

 PDFQuick guide to pension benefits

PDF Scheme pension key points

PDF Drawdown reviews post 6 April 2011

Contributions

PDF Carry forward & intervening tax years

PDF Pension input periods

PDF Contributions flowchart (for Pension Input Periods ending in 2011/12 tax year)

 PDF Contributions flowchart (for Pension Input Period ending in 2010/11 tax year)

PDF In specie contribuions

Investments

PDF Gold bullion investment

PDF Key points to consider for unlisted share purchase

PDF Unlisted share purchase process

Property

PDF Land adjacent to, or near, a member's home

PDF Understanding pension property investment

PDF Property purchase process

PDF Key points to consider for joint property purchase

SIPP

PDF Suitability notes

PDF Notes for completing SIPP application documents 

PDF New SIPP application process

PDF Single Investment SIPP
 

SSAS

PDF New SSAS application process

PDF SSAS takeover application process

PDF SIPP v SSAS

PDF Why SSAS?

PDF SSAS Loan backs

 

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Scotland, Northern Ireland & North East

T: 0131 220 0353
E: scotland@hornbuckle.co.uk

North West

T: 0845 345 7505
E: north@hornbuckle.co.uk

Midlands

T: 0845 345 2555
E: midlands@hornbuckle.co.uk

London & Southern Counties

T: 0845 124 5394
E: london@hornbuckle.co.uk

The Hornbuckle Mitchell Group Limited is authorised and regulated by the Financial Services Authority.
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