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SSAS Pension Plans

Small Self-Administered Scheme

A flexible pension trust that gives you control, tax efficiency, and funding options for your business.

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Investment Plans

Family Investment Company

A company structure designed to grow family wealth, protect assets, and build long-term investment portfolios.

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Tax Plans

Lifetime Business Tax Plan

A strategic tax framework that reduces liabilities, safeguards assets, and supports sustainable business growth.

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OurServices

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SSAS Pensions

Property SSAS Pension advice...

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Family Investment Company

Protecting family wealth...

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Commercial Property

Managing all the financial risks...

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Business Tax Planning

We help our clients discover...

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FAQs

What are Lifetime Business Tax Plans?

A Lifetime Business Tax Plan is a packaged solution, exclusively for company directors, that enables them to solve multiple problems for their business and offers tools to:

  • Solve the immediate threat of a 40% tax penalty on surplus company cash
  • Transfer in company and pension cash to create significant liquidity
  • Protect family wealth and assets
  • Secure inheritance of company shares
  • Achieve wider investment choices in a low to zero tax plan
  • Create lifetime and beyond tax and inheritance strategies
  • Fund your business
  • Create succession plans
  • Grow the retirement fund
  • Invest in property

Lifetime Business Tax Plans encompass two major components; the Family Investment Company and the Small Self-Administered Scheme (SSAS). These exclusive tax mitigation plans also allow directors to transfer in former work pensions that are frozen or unmanaged. The transfer of company cash and former pension cash into one plan can create significant liquidity, providing wide investment choice in a low to zero tax plan.

Do HMRC recognise Lifetime Business Tax Plans?

Yes, because legislation has created the components.

  • The Family Investment Company is recognised by HMRC as a standard way of preserving family assets for future generations whilst mitigating any tax.
  • A company tax-exempt savings account, technically known as a SSAS (Small Self-Administered Scheme), is also recognised by HMRC as a standard form of investment savings vehicle for a company.

Both of these essential components of the Lifetime Business Tax Plan need to be registered with HMRC and annual compliance reporting is required to notify them of the assets held and the returns generated, albeit no tax will be due.

What can a Lifetime Business Tax Plan invest in?

A Lifetime Business Tax plan can invest in a wide variety of asset classes, including:

And much, much more

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The-Family-Investment-Company
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Beginners-Guide-to-SSAS-Pensions

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