Pension Funds & Property
I'm Martin Levinson and my team of experienced property solicitors specialise in dealing with property investments through pension funds, whether a SIPP or SSAS. We also deal with loans from pension funds and advising pensioneer trustees on pension regulations.Tilly Bailey & Irvine act for many of the Professional Trustees and are familiar with their special requirements as well as the Inland Revenue rules relating to connected party transactions and other pitfalls. Contact me or my team today to find out how we can act for your transaction.
Martin Levinson
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Ask Martin Levinson
Are you considering using your pension fund to buy or sell property? Do you want to benefit from having property in your pension fund?
Tilly Bailey & Irvine has considerable experience in the purchase and sale of property through SIPPs (Self Invested Personal Pensions) and SSASs (Small Self Administered Schemes).
We will deal with the acquisition or sale of the property, the establishment of a legal charge to enable borrowing to be made against the property and will also deal with the establishment of any occupational leases and future dealings with those leases.
Property ownership through pension funds has many advantages;
- rental income is tax free
- capital gains are tax free on disposal
- you can rent the property to one’s “own” company
If necessary, Tilly Bailey & Irvine can link to suitably qualified IFAs in order to provide you with the best service.
Recent client stories
Pension Funds & Property
Tilly Bailey & Irvine has considerable experience in dealing with the acquisition and sale of investment property through Self Invested Personal Pensions schemes (SIPPs) and Small Self Administered Schemes (SSASs). Tilly Bailey & Irvine works very closely with one SIPP provider and are one of two firms of solicitors on their panel to act on their behalf in purchases of investment property. Tilly Bailey & Irvine is able to work quickly, without cutting corners, when the situation requires and have recently acted in the acquisition of a GBP2,250,000 building by a SIPP, subject to an occupational lease, which was completed within 3 weeks of receiving initial instructions.