Category: Insights

Residential property and your SIPP or SSAS investment: What you need to know

For many investors, the most attractive components of SIPP or SSAS pension schemes are the tax benefits. However, prior to embarking upon a purchase, it is advisable to consider how HM Revenue & Customs (HMRC) will classify the property. If a property is classified as residential – either now, or at some point in the future – this can have negative impacts on your SIPP or SSAS investment and increase your tax charges.

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Mixed-use properties in a SIPP or a SSAS investment

What are the options if you want to put your property into your SIPP or SSAS but it consists of both a commercial and a residential element? Holding a residential property in a SIPP or SSAS pension scheme will attract a significant punitive tax charge…but there are ways to avoid this.

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Navigating Bank Finance and SIPP or SSAS Joint Ownership Agreements

A SIPP or SSAS joint ownership purchase, where both parties are relying on bank finance for the purchase, is perhaps one of the most complex pension property transactions. However, this should not put you off! Discover the three main steps for consideration before opting for a joint ownership pension property investment.

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