Expert Q&A
Kate Tudor Senior SIPP Administrator kate@psgsipp.co.uk
In specie transfers can often throw up lots of challenges for us, the adviser, and the ceding scheme, resulting in unnecessary back and forth between all parties. We asked Kate Tudor, who handles in species transfers for PSG SIPP, to discuss what’s involved in managing these on behalf of our clients and what pitfalls we frequently encounter’.
In specie transfers And common issues that can arise
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