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The Pointon York Family Trust
At Pointon York we are dedicated to delivering innovative retirement solutions. The Family Trust has been designed to provide families and close business associates with a sophisticated retirement and tax planning tool.
Truly Bespoke
- Each Family Trust is individually registered with HMRC and tailored specifically to its members
- Cradle-to-grave service for all elements of the scheme from a dedicated technical specialist
- Members have complete control over how their pension is invested
Full Flexibility
- Full investment flexibility as permitted by HMRC with whole of market choice
- Full retirement options including access to Scheme Pension, only available via The Family Trust
- Exclusive option to appoint our Corporate Trustee if 'hands on' involvement as Member Trustees is not desired
Specialist Technical Knowledge
- Expertise in alternative investments and shared ownership of commercial property
- Thorough due diligence process with expert understanding of HMRC regulations
- Bespoke reports and illustrations from a Consultant Actuary with over 30 years' experience in pensions
Efficient Retirement Saving
- Scheme Pension ensures that your clients get the best out of their pension during their lifetime
- Common Investment option enables members to pool funds to increase purchasing power, allowing children and those with smaller savings to invest cost effectively
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Detailed actuarial calculations based on individual circumstances, age, health and attitude to risk allow accurate pension targeting
For an application form and further information about The Family Trust, please contact Catherine Christopher on 01858 419300 or email cchristopher@pointonyork.co.uk