SSAS PROPERTY & IHT REVIEW
Welcome to the Segmented Solutions SSAS Property &
IHT Review Service for Professionals:
If you are an accountant, or other professional advisor, with wealthy business owners as clients – you now have the opportunity to offer your clients a fully integrated ‘expert’ review that will explain how a SSAS is different to other pensions in how they deal with the recently announced IHT changes.
The review will also be beneficial for clients who are in the business of property development – as we can also give them access to a tax exempt structure within a SSAS that is allowed to ‘trade’ as well as to develop and own residential property… all without UK tax.
This ‘Review’ system will be white labelled as ‘yours’ – and will combine a conversational AI expert as well as free calls to Paul Stewart (our SSAS expert).
If your clients wish to establish a SSAS, or if you want us to take over the Administration and running of any existing SSAS’s – we are happy to provide both these services, so you can free your time to deal with other matters that are your core business. Saving you both time and money!
VIRTUAL EXPERT PLUS THE REAL THING!
Imagine having your own in-house SSAS expert with decades of experience and knowedge. Available 24/7 to have a conversation with a client – or a staff member. This is what our conversational SSAS expert system will povide for you.
Then as an added layer of help we give you and your clients free access to our ‘real’ expert – Paul Stewart.
Between them your clients (and staff) will have up to the minute SSAS planning expertise – with the ability to implement the establishment and/or management of SSAS pensions for you.
CHATBOT INTRODUCTION:
Attached to this page is a old school chatbot that covers just 1 area of planning – SSAS & PROPERTY DEVELOPMENT. It gives you a brief glimpse into the level of knowledge that will be contained within our ‘conversational’ AI system. Add in an actual human expert and we believe this is the most cost effective way for your business to engage with (and keep) clients who want to know more about the IHT changes and how a SSAS might just work for them.
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 our new AI system. 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.
Our new conversational chatbot is therefore the culmination of more than just my lifetime of intensive learning and experience – it draws together the wisdom of advanced level experts and advisors who do not need to ‘promote’ themselves – as they are the ‘go to’ in each of their own fields.
Have a play with the ‘old’ logic driven property chatbot below to see the depth that our new conversational AI system will go into.
The idea behind the simple chatbot attached to this page is a simple one:
1) Ask a series of questions to determine what you want to do in relation to property – ignoring all the rules.
2) Present 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 links
Advanced Property Planning using GDCVs & REITs
However the reality is that no mater how complex we made this chatbot, there will always be scenarios that are slightly out of the norm.
This is why the AI system is backed up by phone access to our own ‘real’ human expert!
