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.
Lifetime SSAS pension setup
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:
SSAS Beginners
SSAS FAQs
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.
Whilst not a legal requirement to have professional legal and compliance support, TLPI strongly recommend you ensure this is part of the service you employ to help protect the scheme from breaching HMRC rules and The Pensions Regulator’s regulations.
SSAS education is our emphasis. The most important role of any SSAS adviser 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.
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