As experts in transactions involving commercial property, we handle lots of questions about pension scheme borrowing. Sometimes these loans are to assist with the purchase of a property, but could be for other reasons, and occasionally does not involve any Read more
February 21st, 2023
Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers and trustee bank accounts for some SSAS customers. From 1st March 2023, the interest rate will increase from 1.50% to 1.75% (Annual Equivalent Rate). Interest is Read more
February 15th, 2023
HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Pension flexibility statistics Managing Pension Schemes service Accounting for Tax (AFT) returns Pension scheme transfers You can also find a copy, along with Read more
February 2nd, 2023
For those following our journey, we were delighted to have passed a hugely important milestone recently. We now serve 10,000 customers and we will be sending a bottle of champagne to Mr C, a client of Kingswood Wealth Planning in Read more
January 30th, 2023
As specialists in investments in commercial property and land within pension schemes, we are often asked about the types of property which may be held. Having made over 3,000 investments in the last 20 years, our team of experts have Read more
January 30th, 2023
Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st February 2023, the interest rate will increase from 1.40% to 1.50% (Annual Equivalent Rate). Interest is credited monthly.
January 23rd, 2023
InvestAcc is delighted to have received 5 star ratings for the following products in the Moneyfacts SIPP and SSAS star ratings 2023: Minerva SIPP SIPP Lite SSAS Thank you to the highly respected research team at Moneyfacts for assessing the Read more
January 17th, 2023
From time to time, we receive questions about how death benefits are dealt with under our SIPP and SSAS schemes. This short guide should be read in conjunction with our SIPP and SSAS Guides to Death Benefits which are available Read more
December 20th, 2022
Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st January 2023, the interest rate will increase from 1.00% to 1.40% (Annual Equivalent Rate). Interest is credited monthly.
December 20th, 2022
We will remain open over the festive period but there will be a change to our usual office hours: Date Opening Hours Friday 23rd December 9:00 am to 1:00 pm Monday 26th December closed Tuesday 27th December closed Wednesday 28th Read more
December 16th, 2022
HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Public service pensions remedy newsletter Managing Pension Schemes service Accounting for Tax (AFT) returns Annual allowance You can also find a copy, along with previous newsletters, Read more
November 30th, 2022
We are often asked whether we can accept transfers of commercial property and land from other pension schemes into a Minerva SIPP or SSAS. Recently, there has been an increase in these types of enquiry. There are many reasons why Read more
November 23rd, 2022