Our clients pay less tax and grow their investment portfolio every year
Tax, Loans & Property Investment
Our clients pay less tax and grow their investment portfolio every year
Our Solutions
SSAS Pension Plans
Small Self-Administered Scheme
- Take control of pension funds
- Loan pension funds to your business
- Bring down Corporation Tax
- Retain and increase liquidity
Investment Plans
Family Investment Company
- Increase retained profits
- Create a property portfolio
- Inheritance tax free property investment
- Protect business property relief
Tax Plans
Lifetime Business Tax Plan
- Lower tax liabilities
- Protect your wealth
- Ring-fence assets
- Grow your company
SSAS Pension Plans
Small Self-Administered Scheme
- Take control of pension funds
- Loan pension funds to your business
- Bring down Corporation Tax
- Retain and increase liquidity
Investment Plans
Family Investment Company
- Increase retained profits
- Create a property portfolio
- Inheritance tax free property investment
- Protect business property relief
Tax Plans
Lifetime Business Tax Plan
- Lower tax liabilities
- Protect your wealth
- Ring-fence assets
- Grow your company
Our clients rate us as 5 star, here’s what they say:
jonathanwaters1953
26/07/2023
We have recently used this excellent company to set up a Family Investment Company. The complete process was seamless with our personal contact Jordan Sharpe explaining all the steps along the way in a very confident and professional way. They really do deserve this 5 star review.
Keith Jones
26/06/2023
Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets, great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed, well done all, 👏 ✔️
Stewart Yardley
05/06/2023
Trustworthy Financial Advice with an Eye on the Future. I recently sought financial advice, and trust was my top priority. TLP not only met my expectations but exceeded them. Although their product didn't suit my current needs, their dedication to providing comprehensive information and support left me confident in utilising their services in the future. TLP's commitment to customer satisfaction was evident from the moment I approached them. They patiently and thoroughly discussed all available options with me, ensuring I understood the pros and cons of each. Despite not making an immediate sale, they generously shared their time and expertise, demonstrating a genuine interest in helping me make the right decisions. What impressed me the most about TLP was their transparent and honest approach. They didn't try to push any product on me that wouldn't serve my current financial situation. Instead, they focused on empowering me with the knowledge I needed to make informed choices. Their willingness to prioritise my needs over immediate profits spoke volumes about their integrity. I left my interaction with TLP feeling informed, confident, and assured that when the time is right, they will be my go-to financial advisory service. The trust they have established with me through their professionalism, dedication, and genuine care for my financial well-being is unparalleled. I have no hesitation in recommending TLP to anyone seeking trustworthy financial advice.
Robert Sidebottom
25/05/2023
I was looking at setting up a Family Investment Company, during which I’d paid more than a few hundred pounds for a couple of Consultations. After which I’d received some rather expensive quotes for setting it up, as well as getting lots of complexed information about the process.
Then I eventually stumbled across TLP while doing some related research. I was pleasantly surprised and more than pleased that they offered a No cost consultation. During which Lewis Jones, was able to simplify all the information and subsequently provide a much more realistic quote for the process. Not to mention the first year’s company accounting services that came for free and the ongoing advice from Lewis. Which has not only been financially beneficial, but as proved to be a great source of knowledge and education, responding to all my questions promptly. With my background not being in the financial and investment sector, his clear explanations put in a context that I was able to understand, has been invaluable.
Geoff Saunders
22/05/2023
Great support all the way through the process very professional good knowledge and friendly service. I would highly recommend
Andew Clymo
21/02/2023
From the start of the transfer to the end TLP have been always available to me, they have kept me informed throughout the process and offered help and guidance when required. Excellent service that is highly recommended
Andy Page
25/01/2023
Now fully set up with a Landlords pension and very pleased with the overall service. Only delays were with AVIVA not playing ball but now all done and set to earn significantly more than with AVIVA. Jordan Sharpe was knowledgeable and guided me through the whole process with a professional and friendly approach. Morwena (assistant) was again very friendly and together made the process a simple one. Looking forward to a better retirement (eventually) thanks to TLP.
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Pension Plans
Small Self-Administered Scheme
- Take control of pension funds
- Loan pension funds to your business
- Bring down Corporation Tax
- Retain and increase liquidity
Investment Plans
Family Investment Company
- Increase retained profits
- Create a property portfolio
- Inheritance tax free property investment
- Protect business property relief
Tax Plans
Lifetime Business Tax Plan
- Lower tax liabilities
- Protect your wealth
- Ring-fence assets
- Grow your company
Pension Plans
Small Self-Administered Scheme
- Take control of pension funds
- Loan pension funds to your business
- Bring down Corporation Tax
- Retain and increase liquidity
Investment Plans
Family Investment Company
- Increase retained profits
- Create a property portfolio
- Inheritance tax free property investment
- Protect business property relief
Tax Plans
Lifetime Business Tax Plan
- Lower tax liabilities
- Protect your wealth
- Ring-fence assets
- Grow your company
How can we help?
How can we help?
Innovative tax planning can reduce Corporation Tax, Inheritance Tax and Capital Gains Tax to 0%
Setting up the plan is straightforward and it completely removes the potential for any additional tax. It is available to businesses that have over £50,000 of surplus cash held in a UK bank and are controlled by between 1 and 11 directors.
FAQs
What is a SSAS pension?
A SSAS is pension trust that gives its members control of their pension funds and assets. A SSAS allows members to invest funds at their own discretion.
A SSAS has access to every type of investment that is allowed under rules set out by legislation, as with traditional pensions. In addition, a SSAS has additional investment privileges, such as investing in property or investing in your business, amongst other things. You can make permitted investments at any age; you do not need to be 55 to take control of the money in your pension. Click to download a beginner’s guide
Can I transfer my existing personal and workplace pensions into a SSAS?
Yes, with only a few exceptions, current personal and workplace pensions can be transferred to a SSAS.
To make a transfer, simply contact your existing pension provider and ask them to transfer the old pensions into your new SSAS. Your old pension provider will send some paperwork in the post which you will need to sign and return to them.
Always consider any benefits you are giving up by transferring your old pension as these may be lost when you move the pension. Your current pension provider can provide this information in writing or over the phone.
Can a SSAS purchase residential property?
A SSAS cannot directly invest in or hold residential property. It can purchase development land and sell prior to the building becoming habitable. An alternative is to invest in residential property in a hands-off manner. For example, you can loan to an unconnected developer or you can loan to your company and use the loan to invest in any business purpose you see fit. A SSAS can also invest in property crowdfunding. Read more…
What is Family Investment Company?
A Family Investment Company is a standard way of preserving family assets for future generations whilst mitigating any tax. As a special type of subsidiary or standalone company, this gives you the power to invest your company profits and surplus cash in property, stocks, and/or many other asset classes. A Family Investment Company has a high street bank account, similar to your current business account, and from this account you then control how the money is invested.
What is a Lifetime Business Tax Plan?
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
The Lifetime Business Tax Plan is made up of two components; an Investment Trust Fund and a Small Self-Administered Scheme (SSAS) both of which are only available to company directors. 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.
