Pension scheme transactions

The type of transactions the pension property team deals with includes acquisitions, disposals, in-specie transfers and portfolio property management (e.g. lease renewals and licences), all directed to be pension regulations compliant.

The team will look at transactions and identify whether there is a better way of structuring them.  Our aim is to simplify transactions.  Case examples include:

1. saving over £10,000 work of stamp duty land tax as a result of restructuring an investment purchase; and

2. agreeing standard legal charge amendments for high street lenders to avoid breaches of pension regulations particularly in joint ownership situations.

This is as a result of Trethowans being a market leader in the pension property sector.

If you would like to know more, please contact Garry Treagust.