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For financial advisers only
Pension freedoms and, vitally, the relaxation of the taxation of death benefits, have positioned the already resurgent SSAS as the ultimate inter-generational family tax planning vehicle. This creates a great opportunity for advisers and their clients.
In a recent survey of financial advisers by Professional Adviser a massive 29% of advisers felt a key educational need for them was in SSAS. These are advisers who recognise the importance of the product but are just not familiar enough to be able to take advantage of the opportunities SSASs present.
Pensions are our passion. Xafinity have been professionals in SSAS since 1979 and we have a hugely experienced team to support advisers and their clients.
We hosted a webinar on 21 April 2015 which helped understand SSAS much better, covering:
The opportunity with SSAS
Set up & regulation
“Fit & Proper” requirements
Investments, focussing on commercial property & loans
New benefits basis post April 2015.
This webinar is now available on-demand. If you are FCA registered and would like to watch a recording, please visit the Webinars section in our Financial Adviser Centre.