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

Reeves to consider £2bn raid on tax-free pension lump sum

Reeves to consider £2bn raid on tax-free pension lump sum

Telegraph reports PCLS cut could help plug £50bn public finances hole

Jonathan Stapleton
clock 21 August 2025 • 3 min read
State pension age review: Govt launches call for evidence

State pension age review: Govt launches call for evidence

UK faces long-term demographic pressures

Jenna Brown
clock 18 August 2025 • 2 min read
'Barriers are institutional, not technical': Industry split over ten-day pension switch proposal

'Barriers are institutional, not technical': Industry split over ten-day pension switch proposal

After PensionBee calls for a legally enforceable transfer guarantee

Sahar Nazir
clock 18 August 2025 • 2 min read