CPD hours
CPD hours

Commercial Property - Its continuing importance in self-invested pensions

Wednesday 25 February, 10:30 am - 11:30 am
Digital
1 hour
Stephen McPhillips, BA, FPMI

On behalf of the PFS East Midlands Regional Committee we would like to welcome you to join us for our next webinar event.

Commercial Property - Its continuing importance in self-invested pensions: In this webinar, Dentons’ Technical Sales Director, Steve McPhillips, will look at the implications of holding commercial property directly within SIPP and SSAS in light of the Autumn 2024 Budget proposals to bring pensions within scope of Inheritance Tax. He will address issues such as liquidity and succession planning within schemes as well as outlining the compelling reasons why clients have historically chosen to buy commercial properties in this way.

Date: Wednesday 25th February, 10:30am to 11:30am

Click here to register and to join this webinar: Commercial Property Webinar

Learning objectives:

  • Outline reasons why commercial properties are bought via self-invested pensions
  • List a range of properties which can be owned in self-invested pensions
  • Explain funding options for commercial properties
  • Outline how differing client property requirements can be met via self-invested pensions
  • List some reasons why a client might need a SSAS rather than a SIPP
  • Outline the main aspects of the proposals to bring pensions within scope of Inheritance Tax from April 2027

   

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