Richard Mattison: SSAS and unquoted shares explained

'Very broad choice of investment options'

clock • 3 min read

Richard Mattison runs through two case studies exploring how unquoted shares work in the world of SSAS

One of the key features of a small self-administered scheme (SSAS) is its investment flexibility. A SSAS has more investment options than any other UK registered pension scheme. One of those options is unquoted shares (also known as private equity), which are shares not listed on an HMRC-recognised stock exchange. This can be a very useful source of business finance and also an interesting investment opportunity, particularly with the lifetime cap on Entrepreneur's Relief now set at £1m. The rules surrounding unquoted shares can be complex as they are tied in with HMRC restrictions...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to unveil ‘biggest pension reforms in decades’

Martin Richmond
clock 14 November 2024 • 3 min read
Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Research finds two-fifths of savers likely to use dashboards to carry out a pension transfer

Martin Richmond
clock 13 November 2024 • 3 min read
'Decisive' action needed to tackle £100,000 gender pensions gap

'Decisive' action needed to tackle £100,000 gender pensions gap

FCA’s advice guidance boundary review welcomed

Isabel Baxter
clock 13 November 2024 • 3 min read