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Case studies

How directors use SSAS, FIC and LBTP to reduce tax and build wealth

Real stories from UK company directors who have worked with TLPI. Use the filter to find SSAS or Family Investment Company case studies.

Type
19 case studies
SSAS

Increasing growth to expand my business

Mags, a speech and language therapist, used a SSAS pension to grow her practice and pension funds for both herself and her partner.

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SSAS

Property Investment and the Long term rewards

The following case study illustrates the utilisation of a Small Self-Administered Scheme pension with the long-term goal of accessing fundin…

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SSAS

Avoiding the stock market crash and investing my pension into property

The following case study illustrates the utilisation of a Small Self-Administered Scheme pension with the view to take control of pension fu…

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FIC

Ring-fencing future property investments from Inheritance Tax

A public sector business owner used a Family Investment Company to make further property investments tax-efficiently and ring-fence them for…

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FIC

Protecting a late husband's property legacy with a Family Investment Company

A care home owner with surplus company cash and an inherited property portfolio used a Family Investment Company to protect her late husband…

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FIC

A hands-off route to retirement income and a family legacy

A racehorse trainer living abroad used a Family Investment Company to improve underperforming savings, fund a hands-off retirement, and buil…

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SSAS

Using the power of the SSAS Pension to grow your business

Steve, property investor, highlights why all business owners should learn how to use the power of the SSAS pension to grow your business

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FIC

A Family Investment Company for income, returns and a protected legacy

A mother and son used a Family Investment Company to invest a lump sum for higher returns, generate income to offset mortgage rates, and pro…

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SSAS

The catalyst I needed to grow my property portfolio

The following case study illustrates the SSAS journey taken by a Consultant Paediatrician.

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SSAS

Investment, inheritance and the property SSAS pension

a couple, property professionals and Investors, talk about Investment, inheritance and the property SSAS pension

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SSAS

The importance of pension goals

The importance of pension goals. John and Lisa, property professionals and investors.

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SSAS

Leading accountant recommends a property SSAS

Leading accountant recommends a property SSAS. Jeff Lermer, founding director of JLA Accountants, recommends clients switch to a SSAS

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SSAS

Celebrating the Property Pension

Celebrating the property pension. Richard, 64, has made substantial gains by investing his pension in property.

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SSAS

The power of a Property SSAS Pension

The learning curve for SSAS pensions and how they can be invested is a steep one. TLPI takes the time to explain everything in plain English…

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SSAS

Using my SSAS Pension to grow my property business

A chance encounter with Mike Holt of TLPI opened a new world of opportunity for Andy, a property investor. See how he used a SSAS pension to…

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SSAS

Can a SSAS pension invest in property?

Can a SSAS pension invest in property? See how Nicole, a Berkshire lettings director, used her SSAS pension to buy commercial premises.

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SSAS

Using my pensions to grow my property business

Andy, a property investor, used his pensions to grow his property business. See how a SSAS pension can fund property investment.

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SSAS

Setting up a property SSAS is easy!

A business consultant set up her own property SSAS pension scheme and reaped the benefits. See how Jo used a SSAS pension to invest in prope…

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SSAS

My pension has grown in value substantially

Mandy, 56, took control of her old pension plans and used a SSAS pension to invest in property — substantially growing her pension fund.

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Could this be your story?

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TLPI is a trading style of Holtram TLPI Ltd, an HMRC registered scheme administrator. Case studies show real client outcomes; individual results vary. This page is general information, not personal tax, financial or legal advice. TLPI is not authorised or regulated by the FCA.
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