InvestAcc Pension Administration

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Adviser case studies

Adviser case studies

The following case studies are for financial adviser use only, and should not be used with private investors. InvestAcc Pension Administration Limited does not provide financial advice.

 

SIPP Case Studies (for professional adviser use only)

Adviser Case Study 1 (simple property purchase)

Adviser Case Study 2 (property purchase multiple members)

Adviser Case Study 3 (currently unavailable)

Adviser Case Study 4 (discretionary fund manager)

Adviser Case Study 5 (using a fund platform)

Adviser Case Study 6 (property purchase above borrowing limits)

Adviser Case Study 7 (in-specie transfer of property between SIPPs)

SSAS Case Studies (for professional adviser use only)

Adviser Case Study 1 (loan to employer)

Adviser Case Study 2 (scheme buys building from employer)

Adviser Case Study 3 (scheme takeover)

Summer Budget – July 2015 – Aligning Pension Input Periods with Tax Year – case studies

Adviser Case Study – aligning PIPs with tax years