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What is a Qualitas SIPP?
A Qualitas SIPP is a bespoke Self-Invested Personal Pension (SIPP) that can be set up by any UK resident. Once established, you can enjoy ...
What is a Directus SIPP?
A Directus SIPP is a simple Self-Invested Personal Pension (SIPP) that can be set up by any UK resident - there's no minimum age, so a SIPP...
A SIPP and a SSAS... what the Dickens!?
Self-Invested Personal Pension (SIPP) and Small Self-Administered Schemes (SSAS) are rightly considered to be top of the hierarchy when it comes to...
Transfer Turmoil
It is often the case that the world of SIPP and SSAS is caught up in the maelstrom of general pensions legislation ...
NMPA increase to 57
The Government has confirmed that the Normal Minimum Pension Age (NMPA) will increase from 55 to 57 from 6 April 2028...
SSAS Strategy
A year on, the SSAS is valued at £300,000. This is made up of £220,000 in investments, the loan which has an outstanding value of £70,000...
Lockdown latest
As this goes to press it looks like Boris Johnson’s lockdown roadmap remains on track. That means a change from ‘you must work from home’...
2021 Budget and Pensions - Morgan Lloyd Commentary
It would have come as a surprise if there were any significant changes to pensions ahead of the carefully managed leaks, but we can never be too sure what is ...
SSAS Commentary - SSAS Reinvented
It is critical in these difficult times, that every available lifeline is thrown to SMEs to maximise the chances of survival during this critical period ...
SIPP Commentary - Court Jesters
Two high profile court cases were finally concluded in May with judgements clarifying some very important aspects of SIPP life.
2020 Budget: Another sigh of relief for tax relief
In this news piece, Technical Director, John Dowding adds commentary to the recent 2020 Budget and what the future holds for pensions.
2020 Budget: What could it mean for pensions?
In our latest news piece, Morgan Lloyd Technical Director, John Dowding, shares his thoughts on the 2020 Budget on March 11th and what this ...
Pensions benefits you may have missed - Part four
In the latest "Benefits in a pension you may have missed" series, Technical Director John Dowding discusses how an established SSAS can continue ...
Pre-election Special
With election fever abound, we thought it would be interesting to see what the main parties have planned for the world of pensions. As you would expect ...
Pensions benefits you may have missed - Part three
In the third of our blogs looking at benefits in a pension you may have missed, Technical Director John Dowding discusses the £20 billion in ...
Pensions benefits you may have missed - Part two
In the second of our blogs looking at benefits in a pension you may have missed, Technical Director John Dowding considers the power of tax relief ...
Pensions benefits you may have missed - Part one
Parents are able to pay into their adult children’s pensions. Every parent would like long-term financial security for their children. While that can ...
Morgan Lloyd joins Origo’s Options Transfer service
Morgan Lloyd has announced it has joined Origo’s market-leading Options Transfer service to provide a major boost for our clients. The move ...
How friends targeted tax-free growth on the High Street
Two friends looking to make their money work for them found the answer in bricks and mortar – but not by following the traditional property ...
Spotlight on Peer to Peer lending (P2P)
What is P2P lending? P2P lending platforms match up savers, who are willing to lend, with borrowers – either individuals or small ...
Inside Morgan Lloyd – Lee Carwithen
Lee has 16 years' experience in the pension industry, with 14 of these years working with the SSAS and SIPP products. I have ...
A welcome (tax!) relief from the Chancellor
In his first Budget since the Government's significantly reduced majority, it was a startling fact that Phillip Hammond ...
When will the Chancellor cut your pension allowance?
We reported in our previous briefing that Philip Hammond confirmed that the Money Purchase Annual Allowance was reducing from £10,000pa to ...
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