PENSION FUND PROPERTY

If you wish to maximise the tax-efficiency of your pension, or if you are looking to release equity from your business premises, your IFA may have highlighted the option of a Self-Invested Personal Pension Scheme (SIPP) or a Small Self-Administered Scheme (SSAS).

Specialist legal advice from property lawyers with in-depth knowledge of SIPP or SSAS regulations can help you to navigate these schemes with absolute confidence, enabling you to make decisions that best align with your objectives.

Key Contacts

Alex Pinhey

Partner 01793 412 681

Michael Tatters

Partner 01793 412 633

BUYING AND MANAGING COMMERCIAL PROPERTY IN PENSION FUNDS

Understanding and fulfilling the commercial requirements of your pension fund property investments requires a skilled and experienced approach. We can provide you with bespoke guidance to help you in acquire commercial property through your pension scheme.

Our Commercial Property Team has a wealth of experience in the acquisition, investment management and disposal of commercial property in pension funds, as well as in-depth knowledge of the relevant governing Inland Revenue Regulations. We are routinely instructed by high-profile insurance companies who administer SIPPs and SSASs for clients. We support them on the buying, selling and leasing of properties specifically for SIPPS and SSASs – including offices, industrial and retail units, agricultural land and development sites.

Our Commercial Property Team has been involved in a number of high-profile cases. Highlights include:

  • Advising on the sale of the headquarters of a Top 100 law firm to institutional investors for a price in excess of £4m
  • Advising on the transfer of a portfolio of over 100 properties between pension fund trustees
  • Advising on the purchase of a multi-let office building in the Midlands, for a price of £2m

Our expertise in this area encompasses:

  • Conditional contracts
  • Dilapidations, lease renewals and rent arrears
  • Leases and licenses
  • Property acquisition
  • Property disposals
  • Property dispute resolution
 


Contact

ALEX PINHEY AND ROSALIND SOPEL HAVE A VAST AMOUNT OF PENSIONS KNOWLEDGE AND A REAL WILLINGNESS TO HELP. THE LEGAL 500

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