Property, pensions and paraplanning

We joined the Paraplanners' Assembly for a discussion exploring what clients need to know if they want to invest in property as part of their pension. The session covered the technical, regulatory and legal issues that influence pensions and property.

BW experts Rachel Geary and Murray Smith joined the host Richard Allum for the lunch-hour session. Topics included:

  • buying commercial properties with a pension;
  • rules about property in a pension; and
  • technical and legal issues about investing in commercial property with a pension.


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