Myth buster
Pension schemes are the best way to own commercial property
There are more efficient ways to invest in property whilst ensuring you remain the beneficial owner via your pension scheme.
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Making it look easy
A lot of thought and intelligent insight goes into every pension that we establish for a client. Picking the right pension is presented by some providers as a straightforward choice between pretty standard stuff, with a lot of smoke and mirrors creating the illusion of choice and flexibility. We know the world doesn’t work like that. Without consulting experts like us who can properly tailor make specialist pensions appropriately, the chances are that you’ll have to fit your client’s precious pension pot into a product that doesn’t really suit them. Like it or lump it.
We treat things differently here and embrace a complicated challenge to get our teeth into. Take a look below at the case studies which demonstrate how a little of our involvement goes a long way when it comes to keeping your clients happy and protecting their wealth in the best possible place.
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Turgid times for lending
The client’s bank wasn’t making the right noises so their adviser got in touch with us to see if they could help themselves through their accrued pension funds.
View case study -
Making the most of assets
The accountant had a client in need of our unique skills, solutions and our refreshing attitude towards deploying them.
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Pension-backed mortgages
Facing some hefty tax penalties that they could not have foreseen, the clients were looking to see if their pension funds could yet save the day.
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Creative thinking and
a bit of flexibilityPension schemes can be a real lifeline for all incorporated businesses, sole traders and partnerships trying to grow or stabilise their businesses.
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