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Clear Guidance for Your SSAS Transactions

This page allows you to tell us how you would like your SSAS to proceed, whether that involves contributions, investments, loans, or other permitted transactions.If you have any questions before completing a form, our SSAS chatbot is available to help. It is trained on HMRC’s pensions and tax guidance and aims to explain how the rules apply to common SSAS transactions in clear, practical terms.If anything remains unclear, your TLPI consultant will support you once your instruction is received.

The chatbot provides information only and does not replace personalised advice from your TLPI consultant.