PRODUCTS

SSAS

A SSAS is an occupational scheme with full investment flexibility. It's established by a company and can offer connected party loans, asset purchases and commercial property investment.

Qualitas SSAS

A full SSAS offering the widest range of investments. A SSAS must be established by a sponsoring employer and an individual trust will be registered with HMRC.

If a client already has a SSAS we can accept a SSAS takeover, this is where we become scheme administrator and trustee of an existing scheme instead of establishing a new scheme. The SSAS can invest in a diverse range of assets including:

  • Connected party loans
  • Commercial property
  • Unlisted shares (UK only)
  • Intellectual property assets
  • Unconnected party loans
  • Peer-to-peer lending
  • Standard asset classes – cash, bonds, funds, listed equities

Directus SSAS

A unique SSAS arrangement offering clients a lower cost SSAS due to a restricted investment list.

Clients can freely switch between a Qualitas SSAS and a Directus SSAS depending on their varying investment needs. The SSAS can invest in:

  • Cash deposits
  • Unit trusts, OEIC, investment trusts, managed funds or mutual funds via the Viewpoint Portfolio platform
  • Discretionary managed portfolios via the Viewpoint Portfolio platform

Morgan Lloyd does not accept Unregulated Collective Investment Schemes (UCIS) within the SSAS

Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk