WealthBuilders SSAS Eligibility
It's quick, simple and takes no longer than 60 seconds to complete. At the end, you'll have a clear outcome as to whether you are eligible, as well as the option to book a call with one of our experts who can help you understand more about SSAS.
Name of Form [Hidden]
Lead Source [Hidden]
Lead Source Event [Hidden]
What is your current situation?
*
Employee
Business owner (employing staff)
Self-employed / Solopreneur
Property professional
Other
Are you a Director of an active UK limited company?
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Yes
No
Are you a permanent resident in the UK?
*
Yes
No
Do you file a self-assessment return to HMRC, even if you don't pay any UK tax?
*
Yes
No
Do you have a plan to create a live/active company in the next 3 months?
Yes
No
Does your spouse or partner have an existing limited company that could be used to set up a SSAS?
Yes
No
Is your ONLY source of 'fuel' for starting a SSAS from a final salary pension including NHS, Police, Fire or Armed Forces?
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Yes
No
Where is the fuel for your SSAS coming from?
*
Personal pensions (including SIPP)
Ex-workplace pensions
Live employer pensions
Pensions from outside the UK
Final Salary pensions
New contributions from your business
New contributions from personal resources
Other
What is the approximate value of all pensions and contributions?
*
Please Select
Under £50k
Over £50k
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Region
Please Select
South West
South East
London
East of England
East Midlands
West Midlands
Wales
Yorkshire & the Humber
North West
North East
Scotland
Republic of Ireland
Northern Ireland
Europe
None of the above
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Submit
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