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SSAS Takeover

Because "we get SSAS" we're often asked to review existing schemes with a view to taking over as Trustee. Typically that involves bundling together all historic trust deeds and rules along with title deeds/contract notes etc then sending off to the provider to review. Not here! Why not take advantage of our "SSAS to You" service where we can carry out the review at either your own or the client's premises - makes sense, doesn't it?

Yorssas Trustees are often asked to consider taking on the trusteeship of existing schemes for a multitude of reasons such as dissatisfaction over service provided, charging levels and/or frustration over been forced to use a provider's "panel" of suppliers.

Our SSAS Review service can be used to cover issues such as fund apportionment, ensuring regulatory reporting is up to date, scheme assets have been properly registered as well as ensuring issues such as income reviews, loan interest and lease renewals are all in order. 

We can also assist with any queries regarding ways in which the SSAS can be used to assist with business funding.

For full details please see our SSAS Review leaflet or email info@yorssas.com

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