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SSAS FOCUS
SMALL SELF ADMINISTERED (PENSION) SCHEME
nurture your investment
to suit your taste
A Small Self Administered Scheme (SSAS) produces one pension arrangement
with the opportunity for multi membership. It is ideal for owners and senior
employees of private limited companies. Boolers can help with the initial
planning, documentation, registration/Trustee services, administration services
and ongoing maintenance of a SSAS.
Our wealth of experience and technical know-how enables us to offer a bespoke
Scheme to meet each of our client’s particular requirements.
Our service includes:
* Initial and ongoing funding calculations.
* Provision of Trust Deed and Scheme Rules - fully compliant with the Revenue
requirements.
* Scheme Registration Services.
* Ongoing technical advice.
* Statutory returns (for example; annual tax return and ongoing Data Protection
notification).
* In-house banking facilities and specialist investment advice.
* Retirement planning, including benefit calculations and the payment of
pensions.
* Where applicable, guidance on obtaining transitional benefit protection.
With the experience in providing Small Self Administered Schemes gained
since 1983, we are confident that our approach will continue to appeal
to those seeking a more personalised and focused pension arrangement.
