Case Studies

Why should my client consider a SIPP?
A SIPP (Self-Invested Personal Pension) allows individuals to make their own investment decisions.

SIPPs – What if I don't have enough funds for a purchase?
If your client or your client’s business owns a commercial property, then transferring their property into a SIPP can be very beneficial.

Joint Ownership of SIPP: can I purchase the remaining part later on?
If your client has their own business and wants to establish a SIPP to buy that commercial property, but they don’t have the funds in their pension to do so, there are still options to make this a via

Multi-member SIPP arrangement: Can I co-own with another entity?
A group of individual SIPP schemes can each purchase a share of a commercial property, in a “syndicated” arrangement or group purchase.