This is an example of a real client of ours which we hope will help to illustrate how a SSAS can assist with business development by making a secured loan.

Valerie and David have a SSAS which was established over ten years ago by their business, an advertising agency. The SSAS fund was invested in commercial property and had accumulated a value of £800,000 including £250,000 as cash generated from rental income received over the years. Their company was sold three years ago, and they used the proceeds to purchase a farm so they could change their lifestyle.