QROPS

A QROPS is an excellent vehicle for people who are living, or planning to live, overseas.

Click here

---

SIPP

A Self Invested Personal Pension (SIPP) is the SSAS equivalent for the self-employed, partnership or an employee.

Click here

---

SSAS

The advantage of a Small Self Administered Scheme (SSAS) to any small to medium sized business.

Click here

 

 

SSAS - Small Self Administered Scheme

The many advantages of a Small Self Administered Scheme (SSAS) to any small to medium sized business, especially a family company include

• Flexible contributions including Income Tax relief (and Corporation Tax and National Insurance relief on Company Contributions)
• Ability to receive Pension Transfers
• Commercial Property purchase
• Borrowing for property purchase
• Residential Property Collective Investment Schemes
• Purchase of unquoted shares
• Flexible retirement options
• Investment control
• Open to more than one member
• Loans to the company

Westerby Trustee Services provides a comprehensive Professional Trusteeship and also takes on the role of being the scheme administrator, whereas some other providers may not.  Administrative services provided to operate a SSAS effectively and efficiently including:

• Scheme documentation
• Annual report and meeting
• Operation of scheme bank account
• Benefit calculation
• Completion of the pensions scheme annual returns

Please note that to enjoy the full investment benefits of a SSAS, all the members must be trustees.