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For over 40 years, a SSAS has been used by business owners to keep control over the investment, administration and decision-making of their pension scheme.
Perhaps you already have a SSAS but no one is talking to you about the planning possibilities?
You want to make an investment in commercial property?
You may have a SIPP and would like to consider if a SSAS may be beneficial?
You are thinking of selling your business and you want to make the most of this opportunity, with your pension fund?
A Small Self-Administered Pension Scheme (SSAS) is primarily for shareholding directors in a small/family business. You can include other members of your family that work for the business. The members are also trustees and with the expert assistance of Mattioli Woods, they have control over all aspects of running the scheme. We believe that control is important to small businesses and in the context of a SSAS, the trustees make decisions (subject to HMRC regulations) on:
The opportunity for SSAS to play an important and effective role in family tax and legacy planning has never been better.
With investments, please remember that the value and the income from them can fall as well as rise. This means you may not get back the full amount invested. Investment decisions should also be taken with advice, given appropriate knowledge of the investor’s circumstances. Tax rules can change and, unlike SIPPs, SSAS’s are not regulated by the Financial Conduct Authority. If you are unsure whether an investment is right for you, please seek advice or contact us and one of our advisers will be happy to talk to you.
