Professional Adviser Zone

 

We pride ourselves in working only with professional firms who adopt the same moral and ethical standards as ourselves and are committed to delivering excellent client service.

Accountants

We work with recommended accountants to ensure that SSAS clients maximise the value of their schemes. SSAS Practitioner.com is an HMRC-registered SSAS provider. We provide SSAS management, complex SSAS planning to maximise benefits to your clients, and guidance on HMRC regulation. Our fee structure is simple and, we believe, the most competitive in the marketplace at £1,895 + VAT pa for running a client's SSAS. There are no set-up or take-over fees, and no hidden charges. To help clients and their businesses make the most of their SSASs we advise, amongst other things, on how to ensure contributions are tax deductable, how to acquire assets from members or associated companies in order to assist with cash flow, how assets can be passed as benefits in a tax-efficient manner, and a complete analysis of members' retirement options and potential benefits. Please feel free to call us anytime on 0800 112 3750 for a no-obligation discussion about how we can benefit your clients or about SSASs in general.

What's in it for you?

Our clients' SSASs provide direct benefits for accountants as SSASs require annual auditing. We are therefore in a position to bring new business to recommended accountants. We are completely independent and do not accept any reward for recommending clients to you. You can improve relationships with your clients by referring them to us in order to take advantage of our innovative service and substantial cost savings. Our excellent customer service benefits both you and your client.

 

Independent Financial Advisers (IFAs)

SSASs have been less popular with IFAs in recent years, partly due to the excessive costs charged by many of the big players in the SSAS market. Here at SSAS Practitioner.com we can provide a high-quality SSAS at a very competitive cost that adds much more flexibility to your client's business than a SIPP could provide. We do not provide investment advice and believe it is better to separate it from SSAS administration. We are not in competition with you. We simply confirm that the investments you consider recommending are suitable for a SSAS and point out any SSAS pension planning areas worthy of consideration.

Please feel free to call us anytime on 0800 112 3750 for a no-obligation discussion about how we can benefit your clients or about SSASs in general.

What's in it for you?

Our clients' SSAS schemes provide direct benefits for IFAs as most SSASs contain non-cash investments. We are therefore in a position to bring new business to recommended IFAs. You can improve relationships with your clients by referring them to us in order to take advantage of our innovative service and substantial cost savings. Our excellent customer service benefits both you and your client. You negotiate directly with your client the fees or commissions to be charged for investment advice. These can be paid from the SSAS if required. 

 

Solicitors

We work closely with solicitors with respect to SSAS commercial property purchase, creating charges over assets and pensions legislation.

What's in it for you?

Our clients regularly need good-quality solicitors when seeking to purchase commercial property or to place a charge over assets for the purpose of providing a loanback. We are therefore in a position to bring new business to recommended solicitors. We are completely independent and do not accept any reward for recommending clients to you.  You negotiate directly with your client the fees to be charged for your advice. These can be paid from the SSAS if required.

To discuss how your income can be increased and your clients fees reduced by working with SSAS Practitioner.com please call us on 0800 112 3750.

SSAS Practitioner.com provides you and your clients with these useful tools:

SSAS-related calculators

Capped Income Drawdown calculator

Using a SSAS to benefit your client's business

Taking retirement benefits

Tax-deductable contributions in cash or physical assets (in specie)

Using a SSAS to invest in a large range of assets in a tax-efficient environment

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