Client Story

SIPP and SSAS pension provider becomes part of international group following corporate expertise

8th August 2023

Alltrust Holdings Ltd, a Wales-based provider of SIPP and SSAS pensions, was acquired by The UAP group in a deal facilitated by Corporate Partner, Theresa Grech. The shareholders of Alltrust turned to Theresa when they looked to sell the entire issued share capital to Guernsey-based The UAP Group.

Theresa worked alongside Regulatory team expert and Partner, Stuart Brothers, who brought his knowledge of complex financial services regulations to the table. This meant Alltrust could be advised not only on the corporate aspects of the deal, but also the financial and regulatory aspects – including corporate governance and scheme rules. The expertise of Stuart and Theresa throughout the deal was crucial in order to bring the matter to a satisfactory close. .

Following the deal, Hamid Nawaz Khan a majority shareholder of Alltrust said: “Theresa and Stuart are both experts in their fields – it was thanks to this that the deal went so smoothly. My heartfelt thanks to both of them.”

Theresa said: “Deals of this nature – especially in the financial or professional services sector – can be tricky to both navigate and negotiate. However, thanks to Stuart and the wider team’s knowledge, we were able to reach an agreeable conclusion for all parties involved.”

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