Level 2 - SSAS Education programme - Our full suite of SSAS Education resources and access to our Consultation and Application processes Option 1 - Arrange a FREE Consultation to check your thinking to discuss starting your SSAS Application
Level 2 - SSAS Education programme - Our full suite of SSAS Education resources and access to our Consultation and Application processes
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Welcome to your SSAS journey with SSAS Consultant!
Welcome to your SSAS journey
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Welcome to Paul Barry SSAS Consultant
Introduction to Paul Barry SSAS Consultant
Video - 00:01:31 mins
What is a SSAS?
What is a SSAS?
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High level SSAS benefits
Video - 00:01:15 mins
SSAS History & Purpose
SSAS Background
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Why SSAS is different
What makes SSAS different
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SSAS Structure
Group Pension structure
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Trust strucure
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Stand alone legal entity
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Bringing other people into SSAS
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Why haven’t you heard of SSAS?
Why haven't you heard of SSAS?
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Roles within the SSAS – who does what?
Visual summary of the key roles within and around your SSAS
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Limited Company role
Video - 00:01:54 mins
SSAS Administrator role
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Your role within SSAS
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SSAS Consultant role within SSAS
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SSAS Contributions – getting money into your SSAS
Pension transfers
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Company profits and contributions
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Specialist Guidance on high value Company contributions
Video - 00:02:23 mins
Personal Cary forward of unused reliefs
Video - 00:02:31 mins
Personal Contributions
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Pension Transfers
Pension transfers
Video - 00:01:47 mins
Pension transfer compliance
Video - 00:2:49 mins
2022 change to pension transfer rules
Video - 00:4:1 mins
Government sponsored pension schemes
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Pension transfer timescales
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Defined Benefit or Final Salary pension schemes
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Investment scope and options
A quick visual summary of how a SSAS could be invested
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Investment choices
Video - 00:2:40 mins
SSAS Bank Account
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SSAS Loan Back - 50%
Video - 00:07:21 mins
SSAS Third party / Unconnected Loans
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Investment Platforms
Video - 00:02:05 mins
SSAS & Your Financial Adviser
Video - 00:01:32 mins
Residential property
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Commercial Property
Commercial property
Video - 00:02:48 mins
50% Commercial property funding
Video - 00:03:18 mins
Lease to own company
Video - 00:02:33 mins
Commercial or Residential property
Video - 00:03:01 mins
Specialist uses of SSAS
Specialist uses- General
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Specialist uses - Business Acquisition
Video - 00:02:30 mins
Regulation & Compliance
SSAS Regulation & Compliance
Video - 00:02:35 mins
SSAS v SIPP
Differences between SSAS and SIPP
Video - 00:03:05 mins
Tax Treatment
Pension Tax Exempt Status
Video - 00:01:32 mins
Contribution Tax Reliefs
Video - 00:01:28 mins
Capital Gains Tax
Video - 00:01:19 mins
Investment returns / Rent received
Video - 00:00:51 mins
Asset protection
SSAS Trust structure benefits
Video - 00:02:06 mins
Succession planning
SSAS = Enduring Family Trust
Video - 00:4:14 mins
Succession planning
Video - 00:02:30 mins
Drawing benefits
Normal Retirement Date
Video - 00:02:07 mins
PCLS - Pension Commencement Lump Sum
Video - 00:01:44 mins
Drawing Income from SSAS
Video - 00:02:15 mins
What happens when I die?
Beneficiaries in the event of death
Video - 00:02:12 mins
SSAS Application process
SSAS Application Process
Video - 00:01:34 mins
Consultation Call
Video - 00:00:48 mins
SSAS Application Completion
Video - 00:01:24 mins
SSAS Application Fee payment
Video - 00:00:36 mins
SSAS Formal Documents Completion & Signing
Video - 00:00:47 mins
HMRC application submission
Video - 00:01:50 mins
HMRC Approval process
Video - 00:01:26 mins
SSAS Bank Account opening process
Video - 00:01:07 mins
Pension Transfer process - if you choose to transfer pensions to SSAS
Video - 00:01:00 mins
SSAS Application & completion timescales
SSAS Timescales - be very aware!
Video - 00:01:33 mins
HMRC Approval process - This is not quick and there is no defined timeline
Video - 00:01:02 mins
Pension Transfer timescales
Video - 00:01:29 mins
SSAS Pathway & ongoing Strategic Consultancy
SSAS Education Resources & Support - yours to refer to and keep
Video - 00:01:03 mins
SSAS Consultant Role
Video - 00:01:10 mins
SSAS Consultant - A friendly and creative sounding board for all of your ideas and plans
Video - 00:01:38 mins
Ongoing retained SSAS Strategic Consultancy
Video - 00:00:39 mins
SSAS Fees
Our Fee ethos
Video - 00:2:42 mins
SSAS Education fee & Credit towards full application fee
Video - 00:1:00 mins
Phone Consultation fee - A fee we may levy to ensure we deal with serious people
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SSAS Application fee
Video - 00:01:09 mins
SSAS Administrators fees
Video - 00:01:06 mins
SSAS Administrators Ad Hoc fees
Video - 00:1:19 mins
SSAS Consultant Terms Of Business
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Next steps – Required action
Option 1 - Arrange a FREE Consultation to check your thinking to discuss starting your SSAS Application
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Option 2 - Good to Go? - Start your SSAS application easily here
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Option 3 - I've got a question
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Announcements Live Classes Course Info
Option 1 – Arrange a FREE Consultation to check your thinking to discuss starting your SSAS Application

ARRANGE A SSAS APPLICATION CONSULTATION HERE

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