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Up-to-date articles, news, learning, and information: Lifetime Business Tax Planning, SSAS pensions, Family Investment Companies, Property Investment, Business Growth, Succession Planning, Legacy, Tax Optimisation, Inheritance Tax and much more.

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Family Investment Companies: A Modern Solution to Generational Business Succession

Whether managing a retail operation, a small manufacturing company, or a family farm, owners face the complex challenge of passing their businesses onto the next generation whilst also navigating an evolving financial landscape and ensuring continued growth.

2024 Budget takeaways

Whatever your plans for your business in 2024, it is essential they include taking stock of your tax liabilities, and ensuring you have the most efficient structures in place to protect your business and wealth.

SSAS in a nutshell

To help you get started on your SSAS journey, we have condensed all the key information you need about this innovative scheme here.

Financial Awareness Day

To help you get started on your SSAS journey, we have condensed all the key information you need about this innovative scheme here.

Seize your tax advantage: essential information for UK business owners

Whatever your plans for your business in 2024, it is essential they include taking stock of your tax liabilities, and ensuring you have the most efficient structures in place to protect your business and wealth.

Make 2024 your most tax-efficient year ever!

Whatever your plans for your business in 2024, it is essential they include taking stock of your tax liabilities, and ensuring you have the most efficient structures in place to protect your business and wealth.

Is HMRC the largest beneficiary of your will?

In the first two months of the 2023/24 financial year, HMRC collected a whopping £1.2 billion in Inheritance Tax (IHT) – collecting £600 million in April 2023 alone…

The essential tax planning needed to create a profitable property portfolio

The UK’s most tax efficient structure that could save you tens of thousands over the life of your portfolio.

Your pension could save you a fortune

The tax year end is here! But did you make the most of the tax reliefs and various benefits available to you and your business? Or did the year fly by without achieving all your aims and goals and little time for new innovative financial growth?

Why you need a Family Investment Company

Learn why you need a Family Investment Company. Innovative strategies to take control, secure assets, grow and protect wealth, mitigate tax

The 2023 Corporation Tax Changes

We generously estimate that less than one in five family businesses stay alive for more than two generations.

Size doesn’t matter

It's a shock to learn that regardless of the size of your company, HMRC will take 40% of your balance sheet, that is unless you have a Lifetime Business Tax Plan.

Does your family business succession plan have longevity?

We generously estimate that less than one in five family businesses stay alive for more than two generations.

Trading Places

Business owners are unaware that surplus cash in their company is subject to a punitive 40% tax charge. This is caused by inadvertently ‘Trading Places’.

The SSAS pension in a nutshell

In a nutshell, the Small Self-Administered Scheme (SSAS) pension is the most versatile pension scheme in the UK.

Pension awareness

Should we consider the “Triple lock shake-up” and current pensions debate a wake-up call for us all to look at exactly what our pensions will achieve for us in retirement?

Increasing growth to expand my business

After 7 years in business, speech and language therapist Mags Kirk has a successful company, Two Can Talk, and is making good profit.

My SSAS – The catalyst I needed to grow my property portfolio

The following case study illustrates the SSAS journey taken by Dr Prithviraj Rao, Consultant Paediatrician at Sheffield Children’s Hospital.

Are you out of ideas for funding your business?

March 2021 marks one years since the first lockdown. What does this meant for you and business planning for the future?

The budget, you and business planning for the future

March 2021 marks one years since the first lockdown. What does this meant for you and business planning for the future?

Exciting news – We are elevating our brand!

The launch of our brand refresh is here and we are keen to share with you all, the thoughts and reasoning for this exciting change.

SSAS Practitioner vs TLPI – What are your options?

A look at the different levels of service and support offered by SSAS Practitioners, SSAS Administrators and The Landlord's Pension full SSAS service.

10 Simple reasons our SSAS clients are so successful:

Clients of The Landlord's Pension trust us to understand their business, personal and retirement goals and strategies. We help clients find solutions and deliver exceptional results.

I want to start a SSAS pension!

What are SSAS pensions? Is a SSAS pension a good idea? What do I need to know? What are the rules? These, amongst others, are questions we answer every day. Pensions do not have to be complicated. With the right advice and support, you can start taking control quickly and easily with a SSAS.

Why you should continue to invest in property, despite the impact of Covid-19

Why investing in property is still safer thank you might think. What Covid-19 means for property investment. How safe are our existing property investments and how risky is future investment?

Webinar – Additional funding to support your SME Business

Director Gareth Bertram talks to Jeff Lermer, Director of JLA accounting about supporting SME businesses through Covid-19 and how to access business funding through pensions that you have paid historically into.

The Value of Pension and Investment Control

Without doubt, the primary advantage of a SSAS pension, is control. So how does a SSAS offer you more control you ask. Well, the clue is in the name; SSAS is an abbreviation for a Small, Self-Administered Scheme and ‘Self-Administered’ is where you gain control. A SSAS pension is essentially, all about you!

Additional funding for your business

Many company directors are eligible to use their former employer or private pension funds as a source of cash to fund their current business, yet very few are aware that this is an option. This is achieved by using the little known business SSAS pension.

Using the power of the SSAS Pension to grow your business

Steve highlights the reasons all business owners should be aware of the SSAS Pension

5 Ways a property pension could improve your personal balance sheet

Gareth Bertram, Director talks about the many advantages of starting a SSAS pension

How a property SSAS pension can really work for you

Gareth Bertram, Director talks about the many advantages of starting a SSAS pension

Investing in Property with a Family Pension Plan

Enviable tax benefits, both as you invest and grow your pension and when it comes to inheritance.

How to invest your pension in your business

A short guide to investing your pension in your business

Investment, inheritance and the property SSAS pension

Paul & Annie Allen. Accountants, Property Investors and Developers. Investment, inheritance and the property SSAS pension.

The importance of pension goals

John and Lisa Curran. Property Professionals and Investors. The importance of having pension goals and investing for retirement.

Property Investment and the Long term rewards

We talk to Paul Hastings, property investor and developer about property Investment and the long term rewards.