Investments

Please click on one of the headings below for more information.
 
Hornbuckle Mitchell is willing to look at the details for any investment to confirm whether our products can hold them. This page details some of the things we consider when reviewing a potential investment.
 
Genuine Diverse Commercial Vehicles are investment vehicles that meet certain rules to allow indirect investment by pension schemes in taxable property such as residential property.
 
A SSAS can make a loan to its sponsoring employer subject to five conditions.
 
A SSAS scheme can make loans to its sponsoring employer subject to conditions that include having a security over an asset. Here we examine what assets can be used.
 
Our pension schemes can make loans to unconnected third parties as long as they are made on commercial terms.
 
Here is a summary of the tax charges applicable on unauthorised payments, such as unauthorised member and employer payments, or investments in taxable property.
  


 
All statements are for general guidance only and are based on our understanding of current legislation. Whilst every effort has been made to ensure accuracy, no liability can be accepted for any errors or omissions.  
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