SSAP Seminar:
SSAP Investment Workshop:
Using Small Self Administered Pensions "SSAPs" to Build and Manage a Global Equities and Property Portfolio.
This workshop is designed to give you, a company director, a practical understanding on how you can build and manage you own global property and equities portfolio through the tax free transfer of funds from company to your own individual SSAP account.
The 3 hour workshop covers on a practical "no jargon" basis how this can be achieved in a low cost, transparent manner. It's now time for you to take control…
Workshop Overview
SSAP
- What is a SSAP?
- Tax free funding levels allowable
Investments via SSAP's
- Property
- Structured Syndicates
- Shares and Exchange Traded Funds (ETF's)
Property Investments via an SSAP
- Investment Criteria
- Steps and Procedures
Developing a Global Equities Portfolio
- Setting up a brokerage account and managing an equities portfolio
- Working example of placing an online stock investment
- Risk management techniques
Model Pension
- A review of a pension with property investment and a globally diversified equities portfolio
- Exchange Traded Funds (ETF's) and their uses within an SSAP
Setting Up and Managing an SSAP
- Procedure for setup and ongoing management
- Costs and Benefits
Why Attend?
- Small Self Administered Pensions "SSAP's" are probably the most effective wealth management and tax planning tool available to company directors.
- SSAP's are still in their infancy as a wealth management and retirement vehicle. This workshop will explain in practical detail how SSAP's operate, how you can take complete control over your wealth management, retirement planning and key investment decisions.
Next Step: Complete the form Below and we will send you a Detailed Brochure and Registration Form
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