Kathryn has experience looking after a portfolio of SSAS (Small Self- Administered Pension Scheme) clients located across the UK. In addition to her client responsibilities, Kathryn leads the Liverpool office SSAS team and is a member of Barnett Waddingham's SSAS Operational Committee which considers important issues and recommended practices for the SSAS teams across the firm.
Kathryn advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing). Kathryn is a director of a number of Barnett Waddingham’s professional trustee companies.
Her years of experience and helpful and friendly approach have helped Kathryn to become a trusted consultant to a wide range of UK SSAS clients.
Significant experience:
- advice to SMEs on the establishment and operation of SSAS for owner/managers
- Kathryn is comfortable with her clients’ SSASs holding a mixture of pooled and earmarked investments within the same SSAS
- recently advised a client on the set up of a SSAS which involved 4 separate transfers in, the joint purchase of a property with the scheme’s sponsoring employer, the leasing of the property to the sponsoring employer, borrowing from a major high street bank and a loan back to the sponsoring employer to help them fund their share of the property purchase – all within a short timeframe
- bespoke consultancy to SSAS cases with esoteric investments
