PLANNING TOOL

SSAS Setup Timeline Planner

Enter your next Corporation Tax payment date and we'll build a personalised timeline showing exactly when to act.

HOW THIS TOOL WORKS

Plan a realistic SSAS setup timeline

A new SSAS takes 12–16 weeks to register with HMRC, plus further time to open a scheme bank account, transfer in existing pensions, and make the first employer contribution. If you need the SSAS in place before a specific date — a year-end CT deadline, a property purchase, or a director loan — working backwards is essential.

What you enter

Your target date for first use of the SSAS, plus what you intend to use it for (employer contribution, transfer, loanback, property).

What you get back

A week-by-week working-backwards plan showing the latest dates to start scheme registration, request transfers, and complete your first transactions — so you know whether your target date is realistic and what to start now.

Key principle: To claim Corporation Tax relief in your current tax year, your SSAS must be established and contributions made before your company year-end. HMRC registration typically takes 12 weeks — so you need to start the process at least 16 weeks before you need the scheme operational.

Your company details

When is your next Corporation Tax due?
Please enter your CT payment date
Your current accounting year-end
Please enter your company year-end date

Your personalised SSAS timeline

Key dates at a glance

Ready to start your SSAS?

Speak to our team to begin the setup process and secure your Corporation Tax relief before the deadline.

Disclaimer: This timeline is indicative only. HMRC processing times may vary and are typically 8–14 weeks but can be longer during peak periods. Dates shown are based on standard assumptions. This tool does not constitute financial, tax or legal advice. Always consult a qualified independent financial adviser and/or tax specialist before making pension or tax decisions. The Later Pension Intelligence Ltd is not an FCA-regulated financial adviser.

Ready to start your SSAS?

Speak with TLPI to begin the setup process and secure your Corporation Tax relief before the deadline.

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