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director SSAS enquiry |
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Who needs
a small self administered scheme?
If you are a controlling director
of your company and want your pension fund to self-invest
in a wide range of assets like commercial property,
a SSAS can achieve this.
You may have an existing SSAS but need pension experts
to advise the ongoing administration or retirement
options for one of the directors. |
For the family
operated company or entrepreneurial director the
SSAS is the most effective pension vehicle for long
term planning and family protection, for short term
company planning with respect to flexible investment
options and also the significant pre-retirement
tax planning and savings.
Cost of Advice
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Director SSAS:
cost of advice: hourly
fee of £125.00 plus vat for initial
work plus an annual retainer for ongoing advice.
Please complete the following form indicating
if you require advice on an existing SSAS
or a new SSAS. In a few
days our partner firm will send you a request
for further information relating to your existing
scheme or new scheme needs. They will also
call you to discuss further your situation
and the ways they can help with your SSAS. |
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Director SSAS - enquiry form
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To request advice
on a SSAS, please fill in the form below and submit it
to us. No charges are payable to complete this form and
we will send you a letter to your correspondence address
with instructions for further information.
If you're not sure about some of the boxes, leave them
blank and we will contact you with further questions if
necessary. Please read our terms
and conditions before you submit this form.
* required fields.
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What happens now?
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By submitting this form you are not
under any obligation or commitment to purchase a service
from our partner authorised firm; |
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Your information will only
be used to advise you on your SSAS options; |
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To ensure you receive the most appropriate
advise, we reserve the right to share this information
with a partner authorised firm that are qualified to complete
your enquiry on our behalf. By submitting this form you
give us permission to do this; |
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By submitting this form you give us
and a partner authorised firm permission to contact you
by email, telephone or post to clarify or ask further
questions in relation to your enquiry; |
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On request, we will erase all information
you have submitted to us that we have on our files; |
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If you have any difficulty
completing the form, please let us know by email and we
can call you to take your details; |
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When our partner firm receives
this form and have checked that the details are complete
they will send you letter requesting further information
about your requirements for your existing SSAS or a new
SSAS. Before proceeding with any work our partner firm
also need to talk to you to discuss the services you need
regarding your SSAS. By submitting this form you give
us the authority to do this; |
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Once our partner firm have
established the work they are required to do, they will
issue your company with their fee agreement and an estimate
of the total cost for the advice; |
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Any ongoing advice can be determined
at that time at their rate as stated at that time per
hour plus vat or on an annual basis payable quarterly
in advance. |
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