ROC Investments

Small Self-Administered Schemes

What is a SSAS?

  • A SSAS (Small Self Administered Scheme) is a registered pension scheme and can have a single member or up to 11 members.
  • It’s a pension fund that can improve cash flow by providing a loan back to your business
  • It’s a planning tool to reduce Corporation Tax
  • A home for investments that can grow free of UK Capital Gains Tax and Income Tax
  • It’s a way to maximize the size of your Pension funds

 

Why do I need a SSAS?

  • Because it can reduce your Corporation Tax liability
  • Because you have multiple pensions you want to consolidate for easy administration
  • It’s a fund for the future for you, your loved ones and your business partners with total access from age 55
  • Because you want to explore a wide range of investment opportunities
  • Because you want your investments to grow free of UK Capital Gains Tax and Income Tax
  • Because you want to pass on your pension fund on death to your loved ones free of Inheritance Tax
  • Effective way to create the retirement you’ve always wanted whilst offering integral benefits to your business as you go
  • It can fund your businesses growth and be a source of funding if your business needs a cash injection

 

How does it work?

  • We will meet with you and have a discussion about your needs and learn more about your business
  • We would arrange for an appraisal of any existing schemes pension schemes
  • We provide an annual administration service keeping you upto date with progress on your investments. We will liaise with the trustees of your SSAS and provide 6 or 12 monthly reporting and review for a fixed annual fee.
  • We generally only accept clients with a minimum initial investment amount of £50,000 which could be combined with proposed contributions and transfers from other pension schemes.

 

Get in touch to arrange a consultation on 0121 233 0699.

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