Burgess & Lee Ltd | Independent Financial Advisers
   
Burgess & Lee Ltd,
4 Stratfield Saye,
20-22 Wellington Road,
Bournemouth.
BH8 8JN
Tel: 01202 312288

Life RingExecutive Pensions: An essential element of your succession and business exit strategies.

Do not miss the chance to finance your business premises tax-free through your executive pensions planning.

Burgess & Lee's specialist independent financial advisers will guide you through the opportunities available.

They include tax-free Self-invested Personal Pensions (Sipps) which allow individuals to invest directly into their own personal pension pot.

A top rate (40%) taxpaying syndicate which used a Sipp fund to buy business premises worth £1 million would gain a cash rebate of about £230,000, plus a contribution of about £280,000 to the fund.

So while the business unit would notionally cost £1 million, the syndicate would benefit from £510,000 of tax breaks.

However, Burgess & Lee recommends great caution before proceeding. Sipps are not suitable for a large number of people.

For expert financial advice on executive pensions and Sipps, phone 01202 312288 or email us

© Copyright 2010 Burgess & Lee Limited | Site Map | Privacy Policy | Data Protection
Powered By Intergage | www.intergage.co.uk