| | Setup Fee | | | | The setup fee for one member covers the following: | | | | - Provision of Trust Deed and Rules
- Provision of letters confirming membership of the SSAS for the member
- Provision of nomination of beneficiary form for death benefits
- Registration of the Scheme with HM Revenue and Customs
- Registration of the Scheme with the Pensions Regulator
- Registration of the Trustees with the Data Protection Registrar
- Collation of membership data in respect of retained pension benefits
- Completion of HMRC forms and certification
| |
 | |  | | | There is an additional fee for each member that is added. In addition, the Scheme will be required to pay a levy to the Pension Scheme Registry- £24 p.a for a two person scheme for two years- non VAT item. Payment of levy to the Data Protection Registrar- £35 p.a where there are two or more members- non VAT item. Please CLICK HERE to download the full FEE MENU . Alternatively, please feel free to contact one of our consultants on 0800 634 4862 | |  | |  | 
| | Annual administration fee | | | | The annual administration fee for one member covers the following: | | | | - Completion of all event reports, tax returns and other scheme reporting, as is necessary to keep a scheme tax exempt
- Completion of returns to the Pensions Regulator
- Scheme loan, borrowing and unlisted securities documentation, plus the reporting of those transactions and other event reports that may arise
- Set up, arrangement and administration of payment retirement and death benefits
- Recording and reclaim of tax relief relating to pension contributions
- Maintenance of accounting records and day to day administration to ensure the smooth running of the scheme
- Dealing in the purchase and sale of assets on behalf of the scheme and recording of those investments.
- Such assistance and guidance to the member trustee as may be required from time to time
- Administering the drawing of benefits for scheme members
- Set up and payment of death benefits
- General advice on the day-to-day management of the Scheme, information regarding non-taxable and taxable investments, interpretation of the Trust Deed and Rules.
| |
| | | | | There is an additional fee for each member that is added. In addition, the Scheme will be required to pay a levy to the Pension Scheme Registry- £24 p.a for a two person scheme for two years- non VAT item. Payment of levy to the Data Protection Registrar- £35 p.a where there are two or more members- non VAT item. Please CLICK HERE to download the full FEE MENU. Alternatively, please feel free to contact one of our consultants on 0800 634 4862 | | | | |
| | Scheme Takover Fee | | | | The Scheme Takeover fee for one member covers the following: | | | | - Provision of takeover deed and where appropriate removal of the current Pensioner Trustee
- Reporting of changes to HMRC and the Pensions Regulator
- Collation of data relating to the current scheme, including membership data, appointment of assets statement, retained benefits data and details of benefits in payment
- Review of Scheme loan, borrowing and unlisted securities data
- Review, if necessary of retirement and death benefit payments
- Obtaining copies of all relevant pension scheme data, including scheme accounts.
| |
| | | | | There is an additional fee for each member that is added. Please CLICK HERE to download the full FEE MENU with price. Alternatively, please feel free to contact one of our consultants on 0800 634 4862 Where we are requested to takeover a SSAS from another practitioner, it is our normal practice to obtain professional clearance, prior to takeover. | | | | |
| | Fees for Special Projects | | | | | | | | All special projects are charged, on fixed fee terms, which are always agreed in advance. Those terms are determined by the complexity of the project we are asked to assist and guide on. | |
|
Fees 
