Trustee services
If you’re a business owner, you’ll be aware of Small Self-Administered Schemes (SSAS) and the benefits they provide, including tax-efficient retirement planning and contribution flexibility.
Run by its trustees, a SSAS gives you greater control over investments and money held within the scheme. However, as a trustee, you will have certain responsibilities, which can sometimes be overwhelming.
Trust us to do what’s right
Trustees aren’t required to have specific knowledge or an understanding of pensions and trust law, which is where our specialists come in.
We function as a professional trustee and perform the Scheme Administrator function to report the year-end results of SSAS pensions to HMRC. We hold a valuable permission that allows us to do this on behalf of clients.
How we do things
We have a firm grasp of pension legislation and regulations and can deal with the legal responsibilities that come with a SSAS.
Although having a professional trustee is not a legal requirement, it pays off in the long run and gives you peace of mind that everything is in order.
