Financial Adviser Centre

SIPP

Here are some of the SIPP resources we’ve provided for financial advisers:

• Application form

• Fees:

  • SIPP Fee Schedule SimplySIPP

  • SIPP Fee Schedule Xafinity SIPP

• SIPP Capital Adequacy

• Due diligence

• Intermediary agreement

• Forms and guides

• SIPP Centre

• Online illustrations

• SIPP - Guidance for clients with connected party rent arrears

• Tapered Annual Allowance - Factsheet

• Case Studies:

  • Commercial Property exit strategies for family businesses

  • Commercial property exit strategy for director retirement

  • In Specie Contribution of a commercial property

  • The Joint SIPP - 3 Members - Complex

  • The Joint SIPP - 2 Members - Simple

  • 1Member SIPP with property investment

  • Property - part purchase using a SIPP

  • Mixed use property

SSAS

Here are some of the resources we’ve provided to support you as a financial adviser:

• New Scheme - questionnaire

• New Member - application form

• Scheme Takeover - questionnaire

• Member Takeover - questionnaire

• Transfer in - application form

• Forms and guides

• SSAS - Guidance for clients with connected party rent arrears

• Due diligence

• Tapered Annual Allowance - Factsheet

• Case Studies:

  • SSAS Death Benefits

  • SSAS - Helping Company Growth

  • Commercial Property exit strategies for family businesses

  • Commercial property exit strategy for director retirement

  • In Specie Contribution of a commercial property

If you’d like to find out more about our SSAS fees – contact us on 01786 237 050 or email us at SSASTeam@xafinity.com.

Warning: the information on this page, and all downloads from this page, are for financial adviser use only.  They cannot be relied upon, or used by, retail customers.