* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* UK company directors and business owners
* Owner-managed companies seeking pension control
* SMEs with multiple directors seeking a group scheme
* High–earners needing flexible retirement planning
* Anyone interested in investing their pension funds into their own business
Company incorporation documents
Director details and ID documents
Existing pension statements (if transferring funds)
Investment intentions (property, loanback, etc.)
Company accounts and financial statements
SSAS scheme design and setup
HMRC registration and trustee support
Guidance on contribution limits and tax relief
Ongoing compliance and pension administration
Coordination with financial and legal partners (if needed)
Annual return preparation and investment monitoring
SSAS annual return (Event Report): Due by 31st January following the tax year Annual declarations and contribution reporting to HMRC as required
Explore examples of how we’ve made tax returns simpler and more accurate.
✅ Company Directors Establishing a Shared Pension Fund
Three directors of a building company established a pooled SSAS to invest in high-yielding commercial property and reduce their corporation tax liability — with our full setup and day-to-day administration help.
✅ Business Requiring Pension-Backed Loan
A manufacturing company needed finance but wanted to avoid external borrowing. We facilitated an SSAS loanback to the company in compliant form, giving access to funds while retaining pension growth potential.
* Reduce tax burden when buying or selling companies
* Structure and plan transactions with effectiveness
* Identify financial threats and opportunities
* Comply with HMRC and Companies Act requirements
* Support with UK and cross-border deals
* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Detect fraud, misstatements, and financial irregularities
* Deliver succinct, precise forensic reports
* Litigation support, HMRC case work, and audit support
* Assisting with professional, experienced discretion
* Protect your business from financial loss