SSAS Client Manager
Ali advises a portfolio of company directors and trustees located across the UK regarding their Small Self-Administered Pension Schemes (SSAS).
This includes scheme establishment, funding and contribution limits, retirement and death benefits, and permitted HM Revenue & Customs investments such as loan backs to scheme employers, property purchase, and borrowing.
- advice to a wide range of SSAS clients of varying size
- over 15 years of property management experience, from buying and selling to bank borrowing from high street banks and rental of a variety of commercial premises including more unusual investments such as a visitor attraction, and number of clients with over ten properties in their pension scheme individual portfolios
- client management has helped many clients avoid significant tax penalties by careful management of the connected party property and their rental income
- project management experience in dealing with acquisition and pension scheme takeovers