Solutions

Strategic solutions for business and generational wealth

Expert-led solutions that help directors grow, safeguard, and pass on business wealth.

Get Started

ALL SOLUTIONS

Small Self-Administered Scheme (SSAS)

A flexible pension trust designed to grow and protect business wealth.

Family Investment Company (FIC)

A company structure for long-term family wealth growth and control.

Lifetime Business Tax Plan (LBTP)

A strategic framework to minimise tax and build lasting business value.

Tax Planning

Grow your business. Cut your tax.

Actionable planning that aligns tax strategy with business growth and legacy goals.

Get Started

Tax Planning

Creating Robust tax-relief solutions

Tailored strategies to reduce tax and strengthen your business position.

Estimate Your Tax Savings

A quick way to understand how much tax your business could save.

Strategy

Plan today, prosper tomorrow

Strategic solutions designed to align your business, property, and personal goals.

Get Started

Strategy

Property

Guidance on structuring, funding, and growing your property investments.

Business funding

Support to secure the right funding for growth, stability, and expansion.

Business funding

Director’s Pension Loans

Wealth and succession

Strategies to protect wealth and pass it on smoothly across generations.

Resources

Built for business success

Supporting directors and business owners with strategies that grow and protect wealth.

Discover More

About TLPI

Trusted advice, lasting impact

TLPI helps directors maximise business growth, protect assets, and reduce tax liability with dynamic, straight-forward, strategic planning.

Learn more

Solutions
Back
ALL SOLUTIONS
Tax Planning
Back
Tax Planning
Strategy
Back
Strategy
Resources
Back
DOWNLOADS
About TLPI
Back
About

SSAS Loanback and Funding Calculator

Your company can borrow your own pension funds for any valid business purpose

4 Would you like to repay loan monthly or anually?
2 What level of funding do you require?
0
0
3 Select your repayment option
5 Select the level of interest that you wish to pay back to your pension
6.25
15

Your quick quote:

Total amount of Pension-led funding required:

0

Monthly capital interest payments returned to your pension

Annual capital interest payments returned to your pension

0
0

Total repayable over term

0

'.str_replace('[sum]','0Quick note is indicative and intended as a guide only. Arrangement and administration fees apply. The example above is for loands from a Small Self-Administered Scheme (SSAS) pension and must be secured by a first legal charge over assets of greater value than [sum] The interest rate set must be at an appropriate commercial business funding rate. The loan is restricted to 50% of the scheme value and must be repayed in equal installments over a period not exceeding 5 years. Failure to repay some or all of the loan will result in loss to your pension fund equal to the sum not repaid and could result in tax charges.

What next?

Loan payments made by your company, back to the SSAS are a valid business expense. By using company cash to pay back the loan to the SSAS, you are bringing down the year-end balance sheet, resulting in a reduction in Corporation Tax.