Providing Specialist Services for SSAS

Our team are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS).

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Our services

What we do

We are SSAS experts dedicated to the operation of Small Self-Administered Pension Schemes (SSAS) for business owners.

Supported by over 100 years’ SSAS experience amongst our Executive Team, our team passionately believe that SSASs are an integral part of the wider tax planning opportunities for business owners.

We pride ourselves on creating an optimal client experience and ensuring schemes keep within HMRC regulations.

All of our SSASs are administered in house and are overseen by our team who have experience of both the technical aspect of SSASs as well as meeting the commercial objectives of clients.

Our SSAS clients originate by way of referrals from our professional network of Accountants, Solicitors, Financial Advisers, Fund Managers, Investment Managers and Property Managers.

Consultation

Consultation

Our team have the necessary experience to help you with advice on all things SSAS.

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Contributions & Transfers

Contributions & Transfers

Understand how contributions can be made to a SSAS & who can make them.

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Scheme Administration

Scheme Administration

Having annual scheme reviews helps us provide guidance on your strategy.

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Scheme Establishment

Scheme Establishment

Our expertise will help you in reducing the risks of running a SSAS.

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Scheme Takeover

Scheme Takeover

We can step in and administrate SSASs that have fallen below client expectation.

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SSAS Investments

SSAS Investments

We will review any investment opportunity and evaluate its suitability.

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What We Do

Our Process

We fully assess your requirements and provide a bespoke service

At WestBridge, we know that no two clients are the same. We fully assess each of your requirements and take into account the nature of your business, providing a solution that’s tailored to your needs, with schemes kept in line with HMRC regulations.

We provide a Full Scheme Administrator and Professional Trustee for SSASs

In line with HMRC regulations, we can provide a trustworthy and highly knowledgeable Full Scheme Administrator and Professional Trustee service for SSASs. This is supported by our decades of experience in pension and tax services.

We offer an unparalleled level of administration and technical expertise

Our team are passionate about delivering a solution that not only suits our clients requirements, but is adaptable to their business processes. Our technical expertise is second to none, and with our fast and efficient administration processes, your SSAS is in safe hands.

The Benefits

Why Use WestBridge SSAS?

Our SSASs are administered in-house

Our experienced team of specialists have strong technical expertise, and oversee all SSASs.

Personalised and pragmatic service

We tailor our solutions to each individual business, with an unparalleled level of customer service.

Simple, straightforward solutions

We don’t use a complex menu of charges, but instead charge a single annual administration fee.

About Us

What Makes us Different

A personalised service, dedicated to an outstanding client experience.

We offer a unique fixed single annual fee model from £1,500 plus VAT pa. We provide a full scheme administration and professional trustee service with a dedicated administrator and director looking after your scheme.

Full Scheme Administrator and Professional Trustee on all SSASs

Personalised administration and technical expertise

Access to ‘big four’ standard tax advice through WestBridge Tax

No complex and expensive menu of charges for each event or transaction. Unique fully inclusive single annual administration fee

Technology driven administration, client and introducer driven journey

Testimonials

Testimonials

Very Impressive!

"I just wanted to say how impressed I have been with the level of service that you have provided concerning the SSAS.
There is a clear sense that you have taken ownership of the case and from our conversations I have gleaned that you have a thorough understanding of your subject matter."

WestBridge Group
Above and beyond

"I found the entire team to be very knowledgeable about pension law and willing to go “above and beyond” to successfully resolve the issue."

WestBridge Group

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