SIPP and SSAS Legal Services for Pension Property Investors

Keeping You in Control of Your SIPP or SSAS Investment

As a pension property owner, you are invested both financially and emotionally in the purchase of a commercial property asset.

Often a complex process involving numerous parties, we understand that throughout the purchase and management of a pension property investment your voice remains the most important. It is our priority to ensure that you feel informed and in control at each juncture.

FOR PRIVATE SIPP & SSAS INVESTORS

SIPP and SSAS Legal Services for Pension Property Investors

As a pension property owner, you are invested both financially and emotionally in the purchase of a commercial property asset.

Often a complex process involving numerous parties, we understand that throughout the purchase and management of a pension property investment your voice remains the most important. It is our priority to ensure that you feel informed and in control at each juncture.
SPEAK WITH OUR EXPERTS >

We focus on your priorities

The SIPP and SSAS investment process can be a complex one, in which you, as the pension scheme member, could begin to feel a loss of control. Our solicitors understand that your priority is to acquire the commercial property asset into your pension scheme with as little hassle and delay as is possible, whilst remaining in control of both the costs and the advancement of the transaction.

The cost

Price transparency is essential to the way we operate. Should a scenario arise through which it is likely the fee may change, we will inform you prior to any action being taken. Equally, should you be at the initial stages of your SIPP or SSAS journey, we are happy to provide a summary of costs estimates for the purpose of due diligence.

The time

Many pension scheme members enter into the pension property investment process in the belief that the transaction will take as long as any other standard commercial property or residential property purchase (usually two – three months). 

However, the reality is that SIPP and SSAS investments invariably take longer due to the number of processes involved. Our solicitors endeavour to provide you, as the scheme member, with a realistic expectation as to the timeframe of setting-up your investment not only at the outset but throughout the entire process.

Navigating your SIPP or SSAS investment

Why Invest?

Although it is important to note that Steele Raymond’s pension property solicitors cannot advise on tax-related matters and are experts in the property aspects of SIPPs and SSASs, one of the most attractive elements of pension property investments is the tax efficiency.

    • Tax relief on contributions
    • No income tax on investments
    • No capital gains tax on investments
    • Tax free lump sum at retirement

How to begin the process

As your pension property solicitors, it is our job to offer guidance during the preparation of your SIPP or SSAS scheme and throughout the subsequent process. We have a great deal of experience with Independent Financial Advisers and Professional Pension Trustees and are happy to liaise directly with either on your behalf.

If you are at the very early stages of SIPP or SSAS consideration and have questions regarding the financial viability, we would advise that you speak with your IFA prior to engaging a solicitor.

However, our specialist pension property solicitors are happy to help you to understand how these investments would work from a commercial property perspective.

What if you already have a SIPP or SSAS investment? 

Steele Raymond offer a range of SIPP and SSAS investment management services.

If you already have a commercial property in a SIPP or SSAS and are seeking advice on a Lease Renewal, In-specie Transfer or have any other legal management requirement, please get in touch

Why Steele Raymond?

Why choose us to manage your SIPP or SSAS investment?

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.

Trusted Advisors 

We are here to offer advice and guidance from set-up to completion.

Communicators

Investing in a SIPP or SSAS can be a frustrating process, especially when you feel uninformed. We make it a priority to communicate as often as is required and are always happy to discuss your concerns, large or small.

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.

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.
READ MORE >
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.
READ MORE >
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.
READ MORE >
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.
READ MORE >
Previous
Next

For Independent Financial Advisors

Lorem ipsum dolor sit amet, consectetur rehenderitin voluptate velit esse cillum dolore eusunt nesciunt. Neque porro quisquam est, qui dolorem ipsum non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem.

For Trustees

Lorem ipsum dolor sit amet, consectetur rehenderitin voluptate velit esse cillum dolore eusunt nesciunt. Neque porro quisquam est, qui dolorem ipsum non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem.

For Private Clients

Lorem ipsum dolor sit amet, consectetur rehenderitin voluptate velit esse cillum dolore eusunt nesciunt. Neque porro quisquam est, qui dolorem ipsum non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem.

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:

Search the site: