When you are ready to proceed with establishing a Hartsfield SSAS there is a process we will guide you through, making it as straightforward and simple as possible.
Establishing a SSAS – the process
Once you have decided to go ahead, you will be assigned a dedicated account manager who will work in partnership with you to set up your Hartsfield Small Self-Administered Scheme (SSAS). Your account manager will have detailed knowledge of your scheme – no ‘i’ will be left un-dotted or ‘t’ uncrossed! We believe this partnership approach is essential to ensure everything is put in place correctly, and to your best advantage.
What is the cost of a SSAS?
Where possible, we offer a fixed fee so you have complete transparency. Our fees can either be paid from the SSAS itself, or alternatively from your company. If the latter, they then have the advantage of potentially qualifying as a tax-relievable business expense, so can be deducted against Corporation Tax. VAT can also be reclaimed.
All our costs for administering a Hartsfield SSAS are outlined in our schedule of fees which can be found here.
If you would like to find out more about the Hartsfield pension, we are more than happy to chat to you or your financial adviser to answer any questions you may have.
When you are ready to go ahead, you need simply to complete scheme and member application forms, and return them with proof of identity. We’ll do the rest.
We hope you will join our many other clients as Hartsfield pension holders, enjoying their many benefits. Indeed, we’re so confident of our product, you won’t be surprised to learn that at Hartsfield Trustee Services we have our own SSAS.