Lifetime SSAS pension setup

TLPI offer a bespoke and full lifetime SSAS pension setup and service. We have many years of focused and successful property SSAS pension experience and an enviable record of 100% 5-star reviews and feedback.

Your SSAS journey

When starting your SSAS journey it is important to ensure you have the correct level of support in place for long-term SSAS success. That is why, unlike many SSAS practitioners and providers, we offer a lifetime SSAS service including complete SSAS setup.

Our relationship starts with an informal, no obligation chat, to achieve 3 primary goals:

1

Information about Your Company and the Members of the SSAS

To answer any initial questions and help you understand what a SSAS is;
2

Anti-Money Laundering

To help you decide whether a SSAS could work for you and your personal and business situation;
3

Transfer Existing Pensions

To ensure we really understand your framework, aims and goals, both business and personal. No two SSAS pension schemes are the same and understanding you and your business is key to us creating a tailored and bespoke approach to setting up and beginning your SSAS journey.

If you decide that a SSAS is right for you, then we are with you from SSAS setup, choosing a trustee, pension transfers, tax and investment planning, to ensuring the continued success of your SSAS.

All of our team are SSAS experts. We have a diverse history that supports the utmost provision of exemplary SSAS setup and strategy, tax planning and investment support.

We strongly recommend that a professional SSAS trustee is appointed to ensure your SSAS and any potential investments abide by HMRC rules and regulations. Therefore, our full SSAS service includes pairing you with the appropriate professional trustee to match your individual strategies and goals.

SSAS education is our emphasis. The most important role of any SSAS advisor is not helping to start a SSAS but equipping business owners and SSAS members with SSAS knowledge and tools to ensure their SSAS success.

The journey right from beginning to ‘end game’ is important to us. The success of your SSAS is vital and helping you understand the whole journey ahead is an essential part of us supporting you to achieve the outcomes and the successes that you desire.

Setting up your SSAS with us is just the beginning. Our full SSAS service includes ongoing personal and professional development regarding your SSAS administration and investment strategy, understanding risk and optimum tax planning.

All our clients have access to a personal consultant for the duration of our relationship with included annual SSAS review and SSAS & investment education.

Want your questions answered by our expert SSAS and investment consultants?

Book your free, 15 minute no obligation call to find out more!

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What our clients say

Still unsure about something?

Please don’t hesitate to contact us about enquiries relating to pensions and investments in property.
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