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Where Taxpayers and Advisers Meet

Can i add my spouse to an existing joint ssas?

Tingly
Posts:28
Joined:Fri Mar 17, 2017 12:12 am
Can i add my spouse to an existing joint ssas?

Postby Tingly » Sun Aug 01, 2021 9:24 am

Good Morning
I have held a ssas jointly with my sister for many years as part of a company we had.
Can i add my wife to the ssas now , years later, in order for her to benefit from my share of the ssas?
Not sure how it works and the administrator costs a fortune each time you ask a question!
Thanks

pawncob
Posts:4750
Joined:Wed Aug 06, 2008 4:06 pm
Location:West Sussex

Re: Can i add my spouse to an existing joint ssas?

Postby pawncob » Sun Aug 01, 2021 9:34 am

Only the adminstrator knows the rules of the SSAS, so ask him.
With a pinch of salt take what I say, but don't exceed your RDA


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