SIPP & SSAS Legal Services for Professional Pension Trustees

As your expert pension property solicitors, it is our job to make the SIPP and SSAS investment process as simple and efficient as possible for both you and your pension scheme client.

We understand that you are often under pressure from SIPP and SSAS investors to provide answers, updates and timeframes throughout the lifecycle of the investment. Our pension property service aims to fit seamlessly with your way of working whilst providing bespoke legal support and expertise as and when they are required.

FOR PROFESSIONAL PENSION TRUSTEES

SIPP and SSAS legal services for Professional Pension Trustees

As your expert pension property solicitors, it is our job to make the SIPP and SSAS investment process as simple and efficient as possible for both you and your pension scheme client.

We understand that you are often under pressure from SIPP and SSAS investors to provide answers, updates and timeframes throughout the lifecycle of the investment. Our pension property service aims to fit seamlessly with your way of working whilst providing bespoke legal support and expertise and limiting your liabilities to the scheme or excluding them if possible.
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Experienced Experts

Should you require our pension property solicitors to discuss a SIPP or SSAS investment proposal directly with your client, we are happy to do so.

Ensuring that we support you as our client, whilst managing the expectations of the investor, is paramount to the delivery of our bespoke professional legal services.

Protecting your Reputation 

As your SIPP and SSAS property investment solicitors, we are here to save you time and to protect your reputation with your valued investors.

“At Steele Raymond, we always place the client at the centre of everything that we do; it’s a fundamental part of the way we operate.”

Caroline Probert
Partner & Pension Property Specialist 

"They are always available to share their extensive knowledge and expertise in this specialist area."
Aimee Raymond
Financial Planner @ PKF Francis Clark

Your way of working

The often-complex nature of SIPP and SSAS property investments requires that your pension property solicitors fully understand not only the process as a whole, but are aware of your preferences with regards to documention and reports.

Our vast experience with the market’s leading professional pension trustees ensures that you receive the correct documentation, prepared as you prefer. 

A commitment to deliver

You have a commitment to deliver for your client; we have a commitment to deliver to you.

Whether working on-panel or off-panel, we prioritise finding the most efficient path to completion within the timeframes set by you at the outset. 

Why Steele Raymond?

Why choose us to mangage your clients’ SIPP or SSAS investments? 

Here to Support You

You are our priority and we pride ourselves on offering a personalised service based on your way of working. 

Approachable

Our specialist pension property solicitors are always happy to take your call; we understand that, due to the complex nature of a SIPP investment, you may require further clarity throughout the process.

Collaborators

Think of us as an extension of your team.

Communicators

Where your clients are concerned, a delay in response at any time could be damaging to your reputation. We place communication at the forefront of our relationships and ensure that you and your client are always kept as close to the process as possible.

Unrivalled Expertise

Our team of pension property specialists have over half a century of combined experience and as a result have seen and dealt with almost every possible scenario.

We Put Your Reputation First

Your personal and professional reputation is your greatest asset and we aim to protect and enhance it throughout the SIPP or SSAS investment process. We understand that selecting a law firm to act on your behalf is a big decision and one that we take very seriously.

Meet Our Specialist Pension Property Investment Solicitors

Chris Twaits​
Partner & Head of Commercial Property​

Chris has acted for SIPP and SSAS pension trustees for over 18 years in the acquisition, sale, letting, mortgaging and in-specie transfer of commercial property investments.
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Jennifer Rogerson
Partner & Pension Property Specialist​

Jennifer has been dealing with all aspects of pension property work for nearly 20 years. In particular, she has handled a significant number of transactions involving joint ownership structures with complex funding arrangements.
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Caroline Probert
Partner & Pension Property Specialist​

Caroline is very experienced in a wide range of commercial property work and has specialised in pension property work since 2004. She has a reputation for being proactive and finding solutions for clients.
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Johanna Hammersley
Senior Associate & Pension Property Specialist​

Johanna is an Associate Solicitor in our specialist pension property team and has been dealing with pension property work for over 12 years. Her expertise covers everything from simple lease renewals to member tenants, to complex joint ownership purchases which are subject to bank finance.
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For Independent Financial Advisors

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For Trustees

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For Private Clients

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For Independent Financial Advisors

Working collaboratively with you to deliver the highest quality SIPP and SSAS proposals.

For Professional Pension Trustees

Bespoke legal support and expertise for you and your SIPP and SSAS clients.

For Private Investors

Amplifying your voice throughout the lifecycle of your pension property investment.

Get in touch

We will only use this information to handle your enquiry and will not share it with anyone else.

Bournemouth

Richmond Point
43 Richmond Hill
Bournemouth, Dorset BH2 6LR
Tel:

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