If you own and run a profitable UK Limited Company and want to know how to establish a SSAS Pension – you will find everything you need here. There are all the Member and Employer Application Forms, up to date Fee Schedules and even a comprehensive step-by-step instructional video showing you what you need to do at each step of your SSAS establishment journey. We are not an IFA and will not give investment advice or offer you any investments. What you invest into is 100% up to you and of course the HMRC Rules!

Before you establish a SSAS you may wish to learn all about what a SSAS is and get to grips with the different rules around what you can do with them. Our SSAS Masterclass is a 100% FREE selection of informative videos that cover everything you could ever need to know. After watching these, you can of course always book yourself a FREE consultation to check your understanding and make sure a SSAS is actually the right thing for you and your business!

Once you have a SSAS established and it has been funded (min £150,000) – you may want to invest into UK property. Many people ask us about the ways in which their SSAS can invest in or be connected with ‘Residential’ property – and this is something that requires additional detail before is it allowed. HMRC rules clearly state that a SSAS itself cannot have a direct, or indirect connection with residential property… except under very specific circumstances. These videos bring together all the ‘property related’ videos you could ever need! These explain what IS allowed and what is NOT allowed. We also cover off the concept of ‘Genuinely Diverse Commercial Vehicle’ or ‘GDCV’. We hope these additional videos are helpful to you – especially if you run a property development business.

I have been delivering specialist technical training and tax advice support for the clients of Financial Advisors, Accountants and Solicitors for over 35 years now. During that time, I have been involved in the pensions field as an Examiner for the Chartered Insurance Institute as well as writing all of the technical and ‘compliance’ manuals for at least 2 major life offices.

Owning and running a SSAS Provider and dealing with HMRC directly has also added to the knowledge that I have put into this chatbot. Alongside my own knowledge, I have brought the wisdom of anti-avoidance experts, VAT directors and SDLT lawyers to sit alongside my own network of specialist pensions tax practitioners.

This chatbot is therefore not just the culmination of my lifetime of intensive learning and experience – it draws together the wisdom of advanced level experts and advisors who are the ‘go to experts’ in each of their own fields.

The idea behind the chatbot is a simple one. It:

1) Asks a series of questions to determine what you want to do in relation to property – ignoring all the SSAS rules.
2) Presents a lengthy report explaining how to put your plans into play – using SSAS money and specific exemptions rather than ‘opinions’.

This SSAS Property Chatbot covers the following:

Residential vs Commercial vs Mixed Use vs Land
Pensions Act Exemptions
Real Estate Investment Trusts
Genuinely Diverse Commercial Vehicles
SDLT Exemptions and Refunds
SSAS VAT Planning and special VAT Exemptions
SSAS and Sponsoring Employer Conveyancing
SSAS Establishment – FREE video link
Advanced Property Planning using GDCVs & REITs – FREE video link

However, the reality is that no matter how complex we made this chatbot, there will always be scenarios that are slightly out of the norm.

As you can use the SSAS Property Chatbot for as many scenarios as you want – you are actually getting over 168 full length professional SSAS Property Tax Reports.

I hope you enjoy this amazing chatbot!