SSAS guides & forms

 

Here are the forms you'll need to apply for, and manage, a SSAS with us. Simply click on the section below relevant to you. If you can’t find what you need, then please get in touch.

 

There have been recent developments surrounding in specie contributions, specifically on whether HMRC are prepared to grant tax relief on them. Until such time that HMRC’s position is clarified we have suspended our ability to accept new in specie contributions.  

If you have any questions please give us a call – 01786 237 017

 

New clients

To arrange the set up of a new SSAS please complete the forms below.

 

 

You should also read our comprehensive Member Trustee Guide which tells you about how a SSAS works and the investments you can hold.

 

Contributions

Transfers in

This form is for existing Xafintiy SSAS members.

Takeover

If you currently have a SSAS and you would like us to take over the administration then please complete the forms below.  Each existing member should complete a separate application.

Please also provide copies of other relevant documents and information about the existing scheme, its assets and bank statements.

 

Commercial property

Below is our full guide relating to the purchase of property under your SSAS that also covers leasing and property sale.  Please read this and complete the relevant forms for us to consider any proposed property transactions.

Investments

At retirement - taking your pension benefits

You'll need to complete these forms when you want to take your benefits.  Please read the Member Trustee Guide for further information.

Other information about Xafinity SSAS

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Contact our SSAS Team

Call:

01786 237 050

 

Email us:

SSASTeam@xafinity.com
 

Post:

Xafinity SSAS
Scotia House
Castle Business Park
Stirling
FK9 4TZ

SSAS Glossary

View the SSAS Glossary.

Free SIPP or SSAS review

If you are interested in a free SIPP or SSAS review simply click here and complete our online contact form.

Free SSAS Review