SSAS

Body

The world of SSAS can seem complex. We believe a secure financial future starts with bespoke solutions, tailoring your pension plan to your situation and goals. SSAS pensions are a dynamic option that offers greater control and flexibility for your retirement. Our advisers will collaborate with you to establish a strategy for investment aligned with your aspirations and circumstances, choosing assets that resonate with your vision and building a personalised SSAS pension.

 

Our advisors are based in Milton Keynes and are experienced in navigating the legalities and regulations of SSAS pensions for clients across Buckinghamshire.

What is an SSAS?

SSAS — also known as a Small Self Administered Scheme (SSAS) — is a company pension scheme, the members of which are usually directors and key employees of the sponsoring employer.

Whilst subject to the same rules relating to contributions and benefits as a normal company pension scheme, SSAS schemes have considerably more flexibility and control over the investment policies and the scheme’s underlying assets. Contributions by individual members qualify for tax relief. Whereas contributions made by the employer might be deductible against profits, subject to certain conditions.

Other considerations are that only one scheme is permitted per employer, normally the scheme should have less than 12 members and there can be limits on the amount of investment.
If you would like further details, please contact us.

We work with you to create an SSAS pension plan that perfectly aligns with your risk tolerance and investment preferences. We will ensure that your SSAS scheme is tailored to your company's structure, financial goals, and vision for the future. We are committed to ensuring you understand the legalities and comply with regulations.

 

And because the retirement landscape isn't static, we offer comprehensive ongoing support to our clients. We'll monitor your SSAS, proactively adjusting course and maximising returns.

 

Get in touch today to discuss your options.

Warning Text

icon

SSASs ARE REGULATED BY THE PENSIONS REGULATOR.
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

Other Areas of Expertise

Request a Call Back

CAN I HELP YOU WITH SOMETHING