SSAS Trading Company for Professionals
Taylored SSAS provides a complete framework for accountants, financial advisers and other professionals who wish to establish and manage SSAS companies for their clients. We offer documentation, processes, training and ongoing support so you can deliver a comprehensive SSAS service with confidence.
Why Offer SSAS Services to Your Clients?
A SSAS is one of the most flexible pension arrangements available to company directors. It provides tax-efficient retirement planning, investment freedom, commercial property opportunities and loan-back options to support business growth.
By offering SSAS establishment and administration as part of your practice, you broaden your service portfolio, enhance client retention and create an additional revenue stream.
Highly tax-efficient structure for directors
Ability to purchase commercial property
Loan-back facility up to 50 percent of fund value
Suitable for business owners looking for control and flexibility
Valuable add-on to accountancy or advisory services
What We Provide
Company Establishment
We assist in establishing the required corporate entities, registering with HMRC and the Pensions Regulator, and ensuring all scheme documentation is correctly produced.
Training and Ongoing Support
We offer bespoke training programmes for your team, support during client meetings, and ongoing assistance as required.
Processes and Documentation
You receive all documentation, processes and templates needed to administer a compliant and efficient SSAS service for your clients.
Examples of SSAS in Practice
Real scenarios where SSAS structures supported tax planning, cash flow and business development.
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The cost for setting up a SSAS company for professional practices is £15,000 plus VAT, including documentation, processes, training and ongoing support during the initial establishment phase.
Need Support of Clarification ?
If you are a financial adviser, accountant or professional service provider looking to expand your offering and deliver SSAS services to clients, we are here to support you every step of the way.
Please contact hello@tayloredssas.co.uk.