Pool House Professional Trustees

are an independent firm of Professional Trustees and Part of the Pool House Group.

We provide trusteeship, administration and practitioner services for all Small Self Administered Schemes (SSAS). Our services range from the initial set up of the SSAS to ongoing monitoring, HMRC required submission, property purchase and ongoing administration, including valuation and rental monitoring.

We are proud of our long association with SSAS’s, which can be traced back to Memorandum 58 that is generally regarded as the legislation that transformed SSAS’s in 1978 and formalised this unique retirement saving scheme.

Though there have been many changes, from Pensioneer Trustees through ‘A-day’ in 2006 and into Pension Freedoms in 2015, we have been able to assist our clients in managing their retirement plan for the long term as well as assisting when required within their business in the shorter term.

We provide a bespoke, personalised service to our clients with each of our Directors having a personal association with the owners of the business. We understand what is needed to dovetail retirement saving and business growth.

What is a SSAS?

A SSAS scheme is an Occupational Pension Scheme set up to provide retirement benefits for a small group of senior employees, often the Directors of a family owned business. Technically a SSAS has some concessions from HRMC to ease the burden of the wider large occupation scheme requirements; this is because the scheme has less than 12 members, all Scheme Members are Trustees, and all decisions are made unanimously.

Benefits of a SSAS:

  • Commercial Property Purchase
  • Loan Backs to your Business
  • The ability to use the scheme as a family trust on death
  • Corporation tax relief.
  • No Capital Gains Tax

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