SSAS Loanback Calculator

Calculate your SSAS loanback under HMRC rules. The maximum loan is 50% of fund value, repayable within 5 years at a minimum of base rate plus 1%.

Loan Details

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HMRC Compliant

Max loan: £250,000 | Max term: 5 years

Permitted Loan

£200,000

Monthly Repayment

£3,867

Total Repayment

£231,994

Total Interest

£31,994

Repayment Schedule

YearOpeningRepaymentClosing
1£200,000£46,399£164,639
2£164,639£46,399£127,098
3£127,098£46,399£87,241
4£87,241£46,399£44,925
5£44,925£46,399£0

Important:SSAS loanback rules are set by HMRC. The maximum loan is 50% of the scheme's net assets. The loan must be repaid within 5 years with equal instalments of capital and interest. Security of at least the value of the loan plus 10% is required. This calculator is for illustrative purposes only.