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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Planning ahead of IHT changes: Using pensions to support charities

Planning ahead of IHT changes: Using pensions to support charities

Practical planning steps for advisers

Pooja Shah
clock 16 April 2026 • 5 min read
FCA to take action against Hartley Pensions and involved individual

FCA to take action against Hartley Pensions and involved individual

Entered administration in 2022

Jen Frost
clock 15 April 2026 • 2 min read
From A-day to IHT: How government forgot the meaning of 'consultation'

From A-day to IHT: How government forgot the meaning of 'consultation'

'What is particularly galling is that there were viable alternatives'

Rachel Vahey
clock 14 April 2026 • 3 min read