Carpenter Rees Financial Planning

The Family Pension Fund

A Self-Administered Pension Scheme is a pension plan designed specifically to provide flexibility to business owners and is subject to the same rules as other pension arrangements in terms of contributions, tax relief and the level of benefits that can be provided.

A Family Pension Fund is the ideal pension plan for those clients who own and run their own business. This is because:

  • The members of the scheme are Trustees and therefore have control over the funds invested.
  • The funds can be used to provide finance to your business.
  • The funds can help to purchase commercial premises occupied by the company or a third party.
  • You can pool all of your own and your business partners' or family‚Äôs pension benefits into one arrangement.

Our clients that have a Family Pension Fund are typically:

  • Business owners (especially family business owners) looking into succession planning.
  • Entrepreneurs looking to invest in their own businesses.
  • Families looking to pool their pension funds to develop a long-term investment strategy for the family and the family business.
  • High net worth individuals wishing to have more control over the investment of their pension portfolio.

Carpenter Rees have many years' experience in setting up and administering these arrangements for our clients.

For further information please see our blog post on Self Invested Personal Pensions. If you would like to speak to one of our team please call us on 03330 100777 or fill in our enquiry form and we will get back to you.


Contact us

11 Ashbrook Office Park
Longstone Road,
Manchester M22 5LB

Tel: 03330 100777

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