We look after your pension needs allowing you to do what you do best.
People often underestimate the value of their pension fund and it can be quite a revelation to discover that property ownership really can be a reality using your retirement savings. Many individuals will have accumulated pension pots from previous and current employment and it is relatively straightforward to transfer these to a Self-Invested Personal Pension (SIPP) or a Small Self-Administered Pension Scheme (SSAS) to use the accumulated funds to buy or invest in property. The rules also allow your pension scheme to obtain a mortgage of up to 50% of the pension scheme value which makes the opportunity to own property even more of a reality.
Open our Key to the Door to discover everything you need to know about property and pensions and how together they can work efficiently and effectively to unlock the potential for property ownership.
John Dowding, Technical Director Morgan Lloyd
THE TAX BENEFITS OF PROPERTY IN YOUR PENSION
Bonus for business owners
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This is for UK intermediary, broker and adviser use only – it is not for use with retail clients
This information reflects the regulatory and taxation situation as it affects pensions at the time of publication in April 2017 and is provided to the best of our knowledge. It is not a complete representation of the pensions legislator landscape and is for guidance and information purposes only. We cannot be held responsible for any errors, omissions or subsequent legislative changes.
For further information on your pension scheme administered by Morgan Lloyd, or any enquiry, please do not hesitate to call and one of our team members will be happy to helpView more