ADVANTAGE SSAS

A SSAS should be the pension vehicle of choice for any business owner, who is looking for:

  • Maximum tax efficiency
  • Ability to create long term wealth for themselves and their family
  • Access to investment flexibility and a pension plan that can support the business

SSAS is a pension trust set up under occupational pension scheme rules, and is established by a sponsoring employer. The SSAS is a pension scheme belonging to the employer, and is for the benefit of the scheme members.

SSAS A small self-administered scheme

Advantage SSAS

Advantage SSAS from Avantis Wealth is individually registered with and approved by HMRC. All members are designated “Member Trustees” meaning every investment made by the Advantage SSAS must be unanimously agreed upon by all members. Greater investment flexibility allows F.R.E.S.H. investments to be held within the Advantage SSAS.

Upon approval by HMRC, a dedicated bank account is established for the Advantage SSAS. Once open, the Advantage SSAS can then receive contributions for the benefit of members and apply for transfers of any existing pension benefits that the members may hold.

An Advantage SSAS is normally set up for the owner(s) of the business. Following recent pension rule changes, it is well worth considering setting up an Advantage SSAS from Avantis Wealth for each of the business owners, as there are distinct advantages in adding family members of their immediate family.

The Avantage SSAS from Avantis Wealth is the cornerstone of the Financial Advantage Programme, designed to help business owners and entrepreneurs to make more money, and then to keep more of the money you make.

To discover how the Financial Advantage Programme, and/or an Advantage SSAS from Avantis Wealth could benefit you and your business, call our experienced investment broker team on 01274 447299, email advantage@avantiswealth.com or request a call back by completing the form here.

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