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We utilise our expertise in pensions tax to provide a framework through which our customers can invest pension funds in property, pay less tax and build wealth for a comfortable and carefree retirement.
Are you looking for a better financial future?
Are you confused by stocks, shares and funds?
You’re running a successful business, but you’re getting older and worrying about not achieving your financial goals before your earning capacity expires, either through ill health, business interruption or death. Providing for your family is your ultimate priority, but you need clarity about what to do.
You may have some pensions, ISAs and other investments scattered around, but they’re not growing or building your wealth as quickly as you’d like, and you’re worried you’ll have a shortfall when it comes to stepping back from work and spending more time with loved ones and enjoying the fruits of your labour.
90% of all millionaires become so through owning real estate
You probably think investing your pension in property isn’t possible.
No matter what friends, family, perhaps even your financial advisor has told you:
“You can use your pension to invest in residential property.”
Of course, it’s more complex than, for example, investing it in stocks and shares.
You need a special type of holding structure known as a ‘Genuinely Diverse Commercial Vehicle’ or ‘GDCV’
Setting up a GDCV takes around 4 weeks. We do all the heavy lifting for you to ensure you are compliant, and you provide the investment strategy that puts you in control.
GDCVs are viable for individuals with over £100,000 in their pension funds or business owners with the capacity to make contributions to that level.
Investing in property through a GDCV can be a reliable way to increase your wealth, create a steady stream of passive income and safeguard your assets while minimising taxes. It offers long-term financial security for you and your family.
Our clients like the control that they have over their pension schemes. In a conventional arrangement, the investment decisions are delegated to a faceless fund manager who gets paid regardless of performance. Our clients can choose the property they invest in and benefit from both rental income and capital growth of the property.
Setting up your GDCV with us is simple and tax-compliant.
Establish a pension scheme suitable for property investment – SIPP, SSAS, QROPS or QNUPS
Set-up a holding structure (GDCV) for the pension scheme to invest in property
Invest in your GDCV and make property investments
Is it Right for you?
Take our short assessment to see if this type of investment is right for you.
You’ll discover
The criteria required to start your own Genuinely Diverse Commercial Vehicle
The options available to you based on your current circumstances
We provide financial products that enable our customers to invest their pension funds in property.
A Unit Trust is a collective investment vehicle structured to enable pension investor participation in the property market by providing them with a tax-compliant administration function. A Unit Trust allows investors to influence their investment outcomes by controlling and adapting the asset management strategy to their unique circumstances.
A REIT (Real Estate Investment Trust) is a company that invests in income producing property and qualifies for a generous tax regime governed by HMRC. The profits of a REIT are not subject to tax, but the dividends are in the hand of the shareholder. Pension schemes can hold shares in REITs and receive dividends tax free.
Here you go…
Paul Bosomworth
Investor
Ed Campbell
Investor
Rachel Ryder
Investor
We help business owners become financially free by helping them create their own ‘bank’ (largely through tax savings) to aquire income-yielding property portfolios. This provides peace of mind that should their trading business struggle or not achieve the desired sale price in the future, they can still enjoy a comfortable and carefree retirement.
We run a regulatory hosting platform specifically for pension trustees and other institutional investors to make real estate investments in a manner compliant with pension tax legislation.
OUR MISSION IS TO:
“Simplify the process for our customers and make complex pension legislation and tax structures accessible and hassle-free.”
Want to learn more about investing your pension into property?
We understand it’s a confusing subject.
Check out some of our handy resources to help you to become well informed.
Get your free personalised report to see if this type of arrangement is right for you.
