Jessica List: Pass the (property) parcel

Succession planning in pensions

clock • 4 min read

Jessica List explores commercial property in her latest PA article, in which she discusses two ways of passing on a commercial property pension investment...

Discussions about holding commercial property in pensions often focus on the considerations when purchasing the property, and the investment opportunity itself. However, another important element of any property investment journey is its end. Some commercial properties will simply be sold on to new owners as the client's requirements change. However, in many cases clients don't wish to get rid of their properties altogether. This is often the case where the client in question is a business owner who holds their own premises in their pension. In those cases, the desired fate of the proper...

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