WBR Group - SSAS | Tax | Law | Actuarial
Dan Thomas is a Trustee Consultant at WBR Group - SSAS, specializing in actuarial and tax matters since January 2023. In this role, Dan assists scheme Trustees with complex pension planning issues, sharing expertise to ensure the Trustees' objectives are met. Prior to this, Dan served as a Client Portfolio Manager and Client Portfolio Team Manager at Rowanmoor Executive Pensions Limited from April 1998 to February 2023. Dan's educational background includes attendance at Gordon's School.
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WBR Group - SSAS | Tax | Law | Actuarial
WBR Group delivers excellent outcomes for business owners, SMEs, entrepreneurs and families through our extensive experience in Small Self-Administered Scheme (SSAS) administration, actuarial and property solutions allied to our specialist tax advisory services. The UK's largest independent provider of SSAS services. A SSAS is a powerful tool for retirement and business planning and we are dedicated to providing you with a personalised and proactive administration and professional trustee service. Bringing cutting-edge tax expertise to your clients, our tax experts have amassed over 100 years’ experience, within top 10 accountancy firms. They advise a wide range of clients - from high-net-worth individuals to multi-national companies – on matters that span the tax law spectrum.