Walker Crips Pensions - Small Self-Administered Scheme (SSAS) services

What is a SSAS?

A Small Self-Administered Scheme (SSAS) is an employer-sponsored 'defined contribution pension scheme' limited to 11 members, often the owner, directors and family members who are employees.
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SSAS benefits

Members are appointed trustees and have control and flexibility over the pension scheme’s assets and investment choices

A greater range of investments is permitted and it has fewer administrative requirements than other occupational schemes

No CGT when disposing of investments in the SSAS

Ability to make a loan back to the employer

Buy the business property and lease it back to the company on commercial terms

Benefits at retirement may be provided as income or a tax-free cash lump sum or both

The Walker Crips SSAS

At Walker Crips Pensions, our team will work with you directly or alongside your adviser, to arrange and manage your SSAS. You set your goals for your SSAS, you decide what you wish your SSAS to invest in, and we'll help support you in the process.

The Walker Crips SSAS allows flexibility, tax efficiency and control over your investments, with a range of options for investing the pension fund into your business. We provide guidance to help ensure your SSAS stays within HM Revenue & Customs (HMRC) rules. This may include contribution limits, how the pension savings are allocated to the members, how the funds are invested, and what benefits can be paid.

When switching to our SSAS, our team will help make the process as simple and straightforward as possible.

Why choose the Walker Crips SSAS?

Our clients gain direct access to a dedicated Consultant and Administrator; meaning you will have direct contact with the actual individuals assigned to your SSAS by phone, email, and in-person at our offices in York.

Should you have any questions or require further information, please call us on 01904 544312, email [email protected] or request a call back.

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Walker Crips Pensions is a trading name of Ebor Trustees Limited, which is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. FCA Registration Number: 462002. Registered Office: Apollo House, Eboracum Way, York, YO31 7RE. Registered in England and Wales number 3514268. Member of Walker Crips Group plc.

The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.