| Wealth Protection - Trust Planning - Pension Trusts | Tel: 01562 887590 |
| Page: Umbrella Pension Trust |
Whilst pension regulation is extremely rigid, an Umbrella Pension Trust is designed to deliver freedom in pension planning by means of employing the most up-to-date legislation and incorporating with sophisticated Remuneration Trust strategies.
By employing expertly constructed trust mechanisms, that satisfy legal requirements, access to pension funds can be brought within your control.
An Umbrella Pension Trust is designed to provide access to apparently untouchable and substantial capital since the trust established will not be limited by UK pension rules.

Making use of a number of the most recent regulations in addition to a specialist Remuneration Trust, enables your pension wealth to be transferred, within statutory safeguards, into a completely protected environment. By building a tax exempt employer company the pension wealth is paid over to that tax exempt employer company, tax-free by statute. There is now absolutely free use of that former pension wealth.
The Administrator collects the members contributions and puts them into the trust. The trust then passes the funds back to the Administrator who then passes the funds to the member in a fiduciary capacity. The Umbrella Pension Trustbenefits from all of this being transacted safely within pensions regulations.
The content presented here is of a general nature, and utilizing an Umbrella Pension Trust is actually a complicated area, demanding specialized knowledge.
Consequently, our recommendation is that professional guidance is sought for every unique set of circumstances of your Business and employees. We will not accept any legal responsibility for any action taken resulting from the information contained herein, and this isn’t supposed to be a comprehensive legal declaration in respect of the common use of Umbrella Pension Trusts. No Umbrella Pension Trusts are recommended here, in fact an Umbrella Pension Trust may not be suitable for your particular circumstances.
Professional advice is offered through Stuarts Green Consultancy. Please speak to us for further information; we will be pleased to discuss Umbrella Pension Trust suitability for your circumstances in greater detail.