SIPP & SSAS LEGAL HUB

The latest pension property investment insights from the UK's leading legal experts

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Insights

The benefits and drawbacks of SIPP or SSAS pension property investment

In the fourth-and-final short video conversation in this series, our SIPP/SSAS specialist solicitors and Garry Crook, a specialist financial advisor at one of Dorset’s leading chartered accountants, Ward Goodman, consider the benefits and the potential drawbacks of SIPP or SSAS pension property investment.

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Insights

SIPP and SSAS Pension Property Investments and Occupational Leases

In the third of four short conversations between our SIPP/SSAS specialist solicitors and Garry Crook, a specialist financial advisor at one of Dorset’s leading chartered accountants, Ward Goodman, we consider pension property investments and occupational leases on commercial properties. 

Insights

Can a SIPP or SSAS ever invest in a residential property?

In the second of four short conversations between our SIPP/SSAS specialist solicitors and Garry Crook, a specialist financial advisor at one of Dorset’s leading chartered accountants, Ward Goodman, we consider mixed-use properties (those that have both a commercial and residential component) and explain how pension property investors might seek to structure their purchase to ensure maximum tax efficiency.

Insights

How important is an experienced financial advisor when planning a SIPP or SSAS pension property purchase?

In the first of four short conversations between our SIPP/SSAS specialist solicitors and Garry Crook, a specialist financial advisor at one of Dorset’s leading chartered accountants, Ward Goodman, we consider the importance of instructing the right professionals to assist with your SIPP or SSAS pension property purchase.

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.

News

Steele Raymond expands specialist SIPP & SSAS pension property investment services nationally

South coast law firm Steele Raymond has expanded its specialist SIPP & SSAS pension property investment services nationally. The Bournemouth-based pension property investment team, part of Steele Raymond’s top tier Property Group, offers specialist pension property advice and expert legal services to Independent Financial Advisors, Accountants, Pension Trustees and Private Investors throughout England and Wales.

News

Steele Raymond LLP announces promotion of specialist SIPP and SSAS pension property solicitor

Johanna Hammersley, an experienced pension property investment solicitor joined the firm in 2018 and works in the firm’s specialist SIPP and SSAS Pension Property Investment Team. Johanna specialises in acting for pension trustees in the acquisition, disposal and leasing of commercial properties by Self-Invested Personal Pension (SIPP) schemes and Small Self-Administered Schemes (SSAS).

For Independent Financial Advisors

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For Trustees

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For Private Clients

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