Course Details

Property investments make up a significant part of wealth planning for a lot of family-owned businesses, whether that is owning the property used in their business or building an investment portfolio. 

In this on demand CPD course, Simon Briton covers the main planning tools that can be used for property investments.   

Topics covered include:

  • FICs - family investment companies
  • The differences between SIPP and SSAS pensions for properties
  • Moving residential portfolios into companies without SDLT or CGT charges
  • How to get a corporation tax deduction on moving commercial property into a pension
  • Borrowing pension funds to build residential property portfolios

 

CPD Course Speaker

Quantify.Tax

Simon Briton

Simon has 20 years' experience working with innovative companies and their advisers on R&D tax relief claims and the other tax incentives that support business growth.

As a tax-qualified lawyer, Simon handles R&D tax enquiries from a wide range of sources and has much more experience than most advisers in this space.