Newell Palmer Trustees was established in 2007 with the goal of providing specialist Trustee services to Small Self Administered Pension Schemes (SSAS) along with helping business owners run their scheme simply and effectively.
The Newell Palmer Group of companies have specialised in the provision of tax efficient pension planning for many years, including the use of tax efficient property purchase via pension funds. Previously, trustee services were provided to the group either by third party insurance companies or by other independent Pensioneer Trustee firms. Following the historic changes to Pension Legislation in April 2006, it was decided that a fresh approach was needed.
Calling on our vast experience in this area, we established our own, professional, personal service delivering the relevant support to our clients in a friendly, efficient and understanding way. Our approach is always to look at ways of ‘making something happen’ for our clients, rather than introduce barriers. In a relatively short period of time, Newell Palmer Trustees has provided independent trustee services for schemes valued at more than £60m, and is gaining a fast-growing reputation for delivery of a professional, efficient and reliable service."
If you would like further information on how Newell Palmer Trustees may be able to help your or your business's Small Self Administered Pension Scheme, then please contact us on 08451 302 320, or alternatively complete our enquiry form and we will contact you.
