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SSAS Takeovers offer

Chess takeover

SSAS Takeover - with a number of well-known providers currently exiting the SSAS market, your client's SSAS may need immediate attention.

Whether your client is dissatisfied with their existing service or charging levels, frustrated over being forced to use a provider's panel of suppliers, or their existing provider is no longer servicing SSASs, we can review your client's current arrangements with a view to seamlessly taking over as Trustee for the SSAS.

As SSAS experts, we are often asked to review existing schemes with a view to taking over as Professional Trustee for the scheme. So whether your client is looking for someone to take on the trusteeship of their existing scheme, or if they are unsure about their existing arrangement and would like to take advantage of our free SSAS review service, then please get in touch. We will ensure all documentation is up to date and properly registered and highlight any issues emerging that may result in tax liabilities for the scheme.

Regardless of make up, we have the expertise to deal with all aspects of your SSAS takeover:

  • multiple investments
  • multiple commercial properties
  • multiple members
  • with or without existing borrowing
  • existing loan back

We are currently waiving our fees for an existing scheme takeover - available until tax year end*

We operate a clear, simple and transparent approach to our charging. All charges are on a fixed cost basis and our annual SSAS administration fee covers multiple members and multiple properties.

We DO NOT charge:

  • On a fund value or percentage based charging basis
  • For transfers in (including in specie transfers)
  • For regular or single contributions
  • Transaction fees
  • For ad-hoc valuation requests
  • For distribution of death benefits
  • For investments and disinvestments (other than Non Standard Investments)

*Please note our Existing Scheme Takeover Fee will return to £590 + VAT on 6th April 2022.

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