Background

Personal pensions

Our commercial property team has extensive experience in advising clients on leveraging their property holdings within personal pensions or Self-Invested Personal Pensions (SIPPs).

We understand the potential benefits of incorporating commercial property into pension investments, including tax advantages, diversification, and long-term wealth growth and can help you navigate the legal and regulatory complexities of this strategy. We will provide strategic advice to help you make informed decisions that align with your financial objectives.

Our team has experience in buying properties through SIPPS, financing purchases with lending, and leases back to pension beneficiaries. We can help identify suitable commercial properties for investment, conduct legal due diligence, and negotiate favourable terms and agreements. We are used to working alongside pension trustees, investment advisors, and property specialists to ensure that prospective investments align with your pension objectives while adhering to all legal and regulatory requirements.

Beyond the transaction, our team can provide ongoing support for your pension fund or SIPP property holdings. We can assist with lease agreements, rental income arrangements, and continuing compliance with pension and property regulations. Our goal is to help you maximise the potential of your property holdings within a personal pension or SIPP, ensuring a secure and profitable long-term investment strategy.

Contact the commercial property team to discuss your pension or SIPP property investments.

Team

Helen Willett

Head of Business Services

Pam Johns

Head of Rural Services

News & Events

Key contact

Jo Morgan

Head of Commercial Property

Get in touch

Call us on 0800 328 3282, or complete the form below and we’ll get back to you as soon as possible.

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