Comparing your Options: Beyond the Basics
When choosing SSAS support, consider these fundamental principles:
Growing family wealth Is your chosen provider equipped to develop strategies that truly maximize your wealth over generations?
Supporting your trading company Can they help you leverage your SSAS to fuel your business growth?
Maximising tax-efficiency Do they have the expertise to optimise your tax position, for both your personal and business goals?
Expanding investment opportunities Can they offer access to a diverse range of investments tailored to your specific goals?
Protecting your legacy Are they committed to ensuring your SSAS benefits future generations?
Achieving your desired retirement Will they help you create a plan that secures the retirement you envision?
Navigating the legal complexities, administrative burdens, and investment strategy requires in-depth support and specialist knowledge to ensure your scheme has long-term success.
You have several options:
- Opting for TLPI’s full SSAS service
- Engaging a SSAS Practitioner
- Going it alone – DIY approach
While the DIY approach might seem appealing, remember that you will be solely responsible for all aspects of setup, management, administration, and compliance – a potentially high-risk endeavour.
You have complete control over who manages your SSAS. While a SSAS Practitioner might seem like a cost-effective option initially, remember that they may not be responsible for ongoing compliance or offer proactive strategic advice.
TLPI’s full SSAS service package provides everything a SSAS Practitioner offers, plus investment and pension strategy, ongoing periodical SSAS reviews, and dedicated support.
A successful SSAS demands correct setup, ongoing compliance, and a carefully structured investment strategy.
TLPI Makes it Easy
The key to a successful SSAS lies in minimising risk while maximising long-term returns.
This requires meticulous due diligence and a tailored, bespoke strategy – which is exactly what we offer our clients at TLPI. We make having a SSAS easy and give our clients peace of mind through our expert guidance and support.
Our SSAS services stand out from other practitioners due to our comprehensive and strategic approach to pension management. We prioritise understanding your unique situation as the foundation for every SSAS setup and management plan.
With TLPI, you benefit from a lifetime SSAS service that includes complete setup, pension transfers, tax and investment planning, legal compliance and ongoing support to ensure the continued success of your SSAS.
Our team of SSAS experts provides exemplary setup, strategy, and investment support, making the entire process straightforward and stress-free for our clients.
Transforming Futures: Why TLPI Stands Out
Do not just take our word for it.
See how real business owners, just like you, have taken control of their financial futures and unlocked the immense power of a SSAS pension with TLPI’s expert guidance.
Our clients are achieving remarkable results, from expanding their property portfolios to fuelling business growth and creating lasting legacies.
From Business Growth to Smart Investments
Mags Kirk sought investment opportunities to manage her company’s increased profits following a successful expansion. Mags chose TLPI for a straightforward introduction to property investment via a SSAS, valuing their trustworthy guidance.
TLPI provided a clear explanation of the SSAS benefits and process, and Mags made her first investment into property crowdfunding to achieve fixed returns with a comfortable level of risk.
As a result, just four months into her SSAS and property investment journey, she is arranging further consultations with experts at TLPI to look at additional crowdfunding investment opportunities as her funds continue to grow.
Mags was able to confidently invest, gain a trustworthy advisor and is in a position to bring her partner into the SSAS and pool pensions.
TLPI’s responsive, friendly, and genuine service made the process easy and successful.
From Property Portfolio to SSAS Success
Paul and Annie Allen, despite owning a substantial property portfolio, were concerned about tax implications. Previous advice on SSAS pensions left them unsure, and they were wary of scams.
With TLPI’s support, the Allens established a SSAS, allowing them to consolidate assets, secure their legacy, and invest in new opportunities like small loans to developers, all while enjoying tax efficiency.
TLPI handled the transfers and paperwork seamlessly, giving both Paul and Annie peace of mind their SSAS was compliant in all areas.
Paul and Annie gained financial control, and the ability to shape their legacy whilst adapting to changing business landscapes, positioning them for continued growth and tax efficiency.
TLPI provided clear, down-to-earth practical advice, dispelling jargon and alleviating their concerns.
From Limited Pensions to Unlimited Growth
Steve, a property-focused business owner, felt restricted by traditional pensions’ lack of control and access, hindering his company’s growth. Discovering the SSAS pension’s flexibility, particularly its loanback feature, he sought expert guidance and chose TLPI based on their expertise and 5-star reviews.
TLPI helped Steve set up a SSAS, enabling his company to borrow funds and purchase a buy-to-let property for cash. Steve achieved his initial goal quickly, expanded his portfolio, diversified his investments, and gained control over his pension, securing his family’s future.
TLPI’s expert knowledge, practical advice, and smooth process empowered Steve to unlock his pension’s potential, grow his business, and create a robust long-term investment strategy, all while eliminating the uncertainties of traditional pensions.
TLPI unlocked the full potential of the SSAS by leveraging expert knowledge to create robust investment strategies
