Director and Partner Pension Structuring
We advise company directors and partners on their options for strategic tax planning, self-investment, property purchase and loans to the company, all of which may be a priority over retirement funding.
We have been advising and running self-administered schemes for directors since such schemes first became available in 1977. This experience, in a complex market, is vital to avoid mistakes and to take opportunities.
Our determination to see pension funds properly managed contrasts greatly with many of our competitors. We often take over such schemes, which, having been properly established for tax reasons, have their assets languishing on deposit. Tax efficiency alone is not enough!
"Baigrie Davies has advised our partnership about pensions for many years. When we recently decided to incorporate, their advice and guidance about our options was excellent. They clearly know their stuff and communicated it very clearly. Just what we needed."
Justin Sellers, Chartered Surveyor
