Welcome to Pentax Financial
At Pentax Financial, we specialize in providing expert financial and legal consultancy services. With over 20 years of experience, our team of professionals is dedicated to helping clients navigate the complex world of tax and pension matters. We offer tailored solutions that address the unique needs of each client, ensuring their financial goals are met. Whether you need advice on property investments within SIPPS and SSAS schemes or borrowing money against assets held in a SSAS, we have the expertise to guide you. Contact us today to discuss how we can assist you.
What we do
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SSAS and Pension scheme set up.
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HMR&C compliance.
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SIPP to SSAS transfers.
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Setting up fixed and floating charges against assets, company shares or property for loan from sponsering companies.
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Third party loans from pension schemes.
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Trust drafting and set ups.
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Trust documenrs against loans to unconnected parties.
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Personal guarantee and associated loan documents.
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Registration of charges to charities.
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Advice on how to use a SSAS correctly including family pension and taxx planning and keeping within the strict HMR&C rules.
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Bridging loans from commercial to residentital development.
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How to use a SSAS to fund a development or conversion using pension funds including pooling of funds from diverse pensions.
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Understanding pooled asset structure within a pension scheme with other business partners key executives or other members of family
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Taxation and tax planning including corporation tax reductions, potential income tax and capital gains tax savings
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Staying on the right side of HMRC and the do’s and dont’s of a SSAS pension including the General fund and unallocated contributions
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Helping you understand and organising loan back transactions to the sponsoring employer and unconnected third partyloans from your SSAS
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property purchases co owning commercial property with the sponsoring employer and SSAS borrowing for business use and expansion
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Succession planning and phased retirement and even estate planning inside your scheme
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Creating a conduit to pull together Tax specialists, Accountants, SSAS legal specialists.
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Specialised Independent Financial Advisors.
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Working closely with the members and trustees including the Professional trustee and the administrator to provide a seamless service