Whitehall Group (UK) Limited

Is a SSAS right for me❓ A Small Self-Administered Scheme (SSAS) is a type of pension scheme designed for small businesses and individuals seeking greater control over their retirement savings. A SSAS can have up to 11 members and an unlimited number of beneficiaries, making it an attractive option for family wealth and succession planning. By pooling contributions from different members, the SSAS creates a larger investment pot, increasing buying power. A SSAS offers maximum flexibility in investment choices, allowing members to invest in a range of assets, including property, loans and company shares. Find out more about SSAS pensions schemes and there structures in our clear and comprehensive guide here ➡️ https://loom.ly/PRMmSKQ

As you know, here at Whitehall we love to celebrate birthdays! 🎉 This month, we're celebrating the wonderful Claire T and Chris! 🎂🎈 Join us in wishing them a very happy birthday month by dropping your well wishes in the comments below! #BirthdayCelebration #TeamWhitehall #HappyBirthdayMonth

🏆 Our trophy for Best SSAS Provider is HOME! 🏆 Toni was beyond excited to unbox this beauty, marking our fifth win from Investment Life & Pensions Moneyfacts Awards. It feels even more special now that it's in our hands! A huge thank you to everyone who has supported us along the way and to Moneyfacts Group Awards Team for sending our trophy. Here’s to more milestones ahead! 🙌🎉 #BestSSASProvider #ILPAwards #FifthWin

🌍Today is World Mental Health Day, a reminder that supporting your mental health is incredibly important 🧠 At Whitehall, we take great pride in looking after each other. We have policies in place to ensure all our staff are supported and have somewhere to turn should they need it. Let’s take a moment to prioritise our well-being and check in on ourselves and each other. Remember, it’s okay to seek help and have open conversations about mental health. Together, we can create a supportive community. 💚 #WorldMentalHealthDay #MentalHealthMatters #SupportEachOther #BreakTheStigma

Maximise Tax Efficiencies for Your Clients with SIPP & SSAS For IFAs looking to offer their clients robust retirement solutions, SIPP and SSAS remain highly tax-efficient vehicles. Here’s why they should be central to your client’s financial strategy: ✅ Tax relief on contributions – Maximise client contributions with government-supported tax relief. 📈 No Capital Gains Tax (CGT) on investment growth – Help clients grow their investments tax-free. 💰 No income tax on investment income – Reinvest without the drag of income tax, compounding growth over time. 🏦 25% tax-free lump sum (PCLS) – Offer clients up to 25% of their pension tax-free on retirement. 👨👩👧👦 No inheritance tax (IHT) – Ensure wealth can be passed down efficiently, with no IHT on pension funds. Now is the time to optimise client portfolios and secure their future with these tax benefits. To find out more, contact our team today!

At Whitehall, we're dedicated to empowering you with the tools you need to take charge of your financial future and one of the great ways to do this, may potentially be a Self-Invested Personal Pension (SIPP). A SIPP is a flexible and tax-efficient way to save for retirement, giving you greater control. To make the most of a SIPP and ensure it aligns with your financial goals, consulting with a regulated independent financial adviser can be highly beneficial. Here are 3 key benefits of a SIPP: 1️⃣ Investment Flexibility: Access a wide range of investments, including stocks, bonds, mutual funds, and commercial property, allowing you to tailor your portfolio to your risk appetite and financial goals. 2️⃣ Tax Advantages: Enjoy tax relief on contributions and tax-efficient growth on your investments, helping your retirement savings grow faster. 3️⃣ Control and Transparency: Manage your own pension pot, make your own investment decisions, and have clear visibility of your portfolio at all times. Start planning your financial future with the control and benefits of a SIPP by contacting us today to discuss this in more detail 📲 https://lnkd.in/eKucZtQ2

In the fast-paced world of customer service, patience isn’t just a virtue - it’s essential for creating great experiences. At Whitehall, we’re incredibly proud of our top-notch customer service, and the wonderful feedback we get from you, our valued clients, shows we’re doing it right!

Happy first work anniversary, Adeel! We're so excited to celebrate your first year with the Whitehall family. Your hard work and positivity have made such a big impact, and we're lucky to have you on the team! 💼🌟

Check out Whitehall’s latest newsletter! 🎉 In our latest newsletter we’re thrilled to announce our award for Best SSAS Provider, dive into key trustee duties and responsibilities. Plus, get the latest insights on the Base Interest Rate and how it impacts your SSAS. Stay informed with all things Whitehall here: 👉 https://lnkd.in/ehTfNqMC

🏆 We are absolutely delighted to have been awarded The Best SSAS Provider at last night’s Investment Life & Pensions Moneyfacts Awards event – for the fifth time! Our sincere congratulations to the other companies who were highly commended and commended. It is an honour to be recognised alongside such esteemed providers. A heartfelt thank you to all the IFAs who voted for us and for your continued support. Your trust and partnership are invaluable. We would also like to extend our thanks to the Moneyfacts Group plc team for organising such a prestigious event. Here’s to continued success and collaboration in the future. #ILPAwards #SSAS #BestSSASprovider