SDLT
Pensions
If you have transferred a commercial property into a SSAS or SIPP Pension scheme in the last four
years, then you may have overpaid your Stamp Duty Land Tax and be entitled to a refund from
HMRC. We can assess your property pension portfolio to ensure the correct SDLT consideration was applied.
Our Services
|
Pensions
Why does SDLT
Overpayment Occur
in Pension Schemes?
Where property passes from multiple owners into their SIPP or SSAS pension scheme then, in most cases, SDLT should not have been payable.
What Could I
Recover?
The average loss to individuals is up to £18,000 but can be up to hundreds of thousands of pounds. This is before factors like interest are considered, especially for those who may have made these transfers up to 16 years ago.
How do I Know if
My Pension Scheme
Would Qualify?
Situations to Look Out For
A transfer by joint owners of a property or pension scheme
Transfer by sole owners of property to multi member pension scheme
Transfer by company to multi member pension scheme or schemes owners all scheme members
This Also Works the Same if
the Transfer Involved a Company
Transfer by joint owners of property to connected company
Transfer by a sole owner to a connected company
Transfers by companies to other companies
Are You Eligible?
There are 4 simple questions you can ask yourself to find out if you are eligible.
Do you have a SSAS pension?
Do you have a SIPP pension?
Did you put your commercial property into your pension plan?
Did you pay Stamp Duty Land Tax?
Our Range of Services
Stamp Duty
Land Tax
We assist in reviewing both upcoming and historical property transactions to ensure the correct SDLT consideration is applied.
Research
& Development
We work with companies to identify R&D activity and submit successful claims.
Capital
Allowances
We can review your capital expenditure to ensure you maximised the tax reliefs available.
Land Remediation
Relief
We analyse land purchased that has been contaminated and advise on any costs reclaimable.
Property
Incorporation
We can help to structure your property portfolio correctly which can potentially result in significant tax savings.
Enquire Today!
We’re well positioned to help with any of your tax enquiries, call or email the team to find out more.
Call Us 0121 309 0222