Charlotte is a successful business owner. We had been helping her invest and plan for her retirement for many years when she asked for some advice when commercial premises her company was leasing went up for sale. She was concerned that the business would potentially have to move and the detrimental impact this could have.
We were able to show her how she could purchase the property herself.
She could do this tax efficiently by using her SIPP to purchase the property, and we were able to advise her on this, guiding her through every step. As a result she has expanding her business, removed the risk of having to move premises and acquired a significant asset in her pension.