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SIPP and SSAS PropertiesLegal Experts

Specialist SIPP and SSAS properties solicitors in Milton Keynes.

At Heald Solicitors, our lawyers have the expertise to advise in respect of the setting up and management of the property aspects of SIPP and SSAS pensions.

Specialist SIPP and SSAS properties solicitors in Milton Keynes

At Heald Solicitors in Milton Keynes, we can work with your pensions advisor and pension trustees to advise you on the property aspects of your real estate acquisition or disposal. We can also help arrange for the transfer of an existing pension fund into a SIPP or SSAS.

For those looking to invest their pension funds in commercial property, a Self-Invested Personal Pension scheme (SIPP) or a Small Self-Administered Scheme (SSAS) may be recommended. As usual with pension schemes, there are numerous rules and requirements to navigate.

Our team will work with your pensions advisor to help guide you through the restrictions that exist in respect of SIPP and SSAS investments, including the rules surrounding what type of property is eligible. Generally, only commercial property can be included in this tax-free investment, however, there are some small exceptions, for example, where commercial premises contain a flat or where land is invested in for residential development, although these areas come with strict caveats which must be fully complied with.

Did you Know? Commercial Property

Generally, only commercial property can be included in SIPP and SSAS schemes.

Key Advice Tax Efficient

To ensure your SIPP or SSAS scheme is tax-efficient, it is essential to ensure that ineligible residential property is not included in your investments.

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Why Heald? Experience Matters

Our team of experts understand the additional requirements involved where a client is looking to involve a pension scheme when investing in the commercial property sector.