Upcoming Webinars

Tuesday 10th December 2019 at 10.00am

‘SIPP/SSAS and Commercial Property’

Stephen McPhillips, Dentons Pensions

Learning objectives:

• Understand the main types of property acquired in SIPP
• Understand possible property funding structures
• Understand connected party transactions
• Appreciate how SIPP property ownership can dovetail with client’s personal and business financial planning needs
• Identify unusual types of potential commercial properties
• Understand why some properties should not be held in a SIPP

Direct investment into commercial property continues to prove a popular choice for clients, despite the current political and economic uncertainty. With the substantial tax advantages afforded to self invested pensions (SIPP and SSAS), it’s not surprising that many clients turn to their adviser and solicitor connections for help and guidance on how to achieve their property goals through use of pension monies.

Every property is unique. The funding of every property purchase is unique. The solutions required by clients are therefore sometimes challenging for advisers.

In this webcast, Stephen McPhillips, Technical Sales Director at Dentons Pension Management Limited, aims to outline a vast array of different types of property that can be acquired through SIPP and SSAS, as well as some which should not be held in them. In addition, the webcast will provide useful information on some of the more challenging aspects of property purchase such as pension scheme borrowing, VAT and part / joint purchases of property along with other parties. Through a range of real-life case studies, the webcast aims to equip advisers with the necessary tools and knowledge to guide a client through the initial stages of any property enquiry.

To register for this webinar, please complete the form below.

Previous Webinars 

  • Thursday 21st November 2019 – ‘The Importance of Working with Vulnerable Clients’ (JUST) 

  • Tuesday 5th November 2019 – ‘GULP! COLP – Are your firm’s processes and systems in place for Financial Adviser Referral?’ (SIFA Professional)

  • Tuesday 22nd October 2019 – ‘How to Research the Business Relief (BR) Market’ (TIME Investments)