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Commercial Property Tax Savings

The Challenge:

Cambourne Financial Planning Ltd based in Loughborough, wanted to take advantage of attractive tax incentives offered by the SIPPS Scheme (Self Invested Personal Pension Schemes) for themselves. They needed an RICS qualified Surveyor to give them the right advice that would enable them to find their ideal property, convert it into appropriate offices and structure the rent to comply with HMRC guidelines giving them the maximum Tax savings under this scheme.

The Solution:

We advised them how to convert their chosen property and when all the building works were completed, our rental valuation and in-depth commercial report structured the rent in relation to the overall project costs; making sure that their finance application was in full compliance. Even with their 24 years in financial services, applying for funding under this scheme is a complicated process; so we worked closely with them at every stage to make sure that all the relevant criteria were met.

Mark Loydall, Director of Cambourne Financial Planning Ltd said: 

We will continue to use Acorn Surveys and Valuations for our clients. Their huge knowledge and experience means that we can trust their advice and judgement every time!

The Outcome:

Cambourne Financial Planning Ltd are now happily occupying their new premises in Toothill Road, Loughborough, and have a beautiful location for their clients to visit – complete with its own car park.  They have been granted the Tax savings they applied for and they now recommend us to their clients.

Converting any building into a different use is full of pitfalls, especially for a Financial Business seeking to minimise any financial risks, so we made sure that every box was ticked so they didn’t have any ongoing worries or potential problems.

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  • Acorn Lettings Leicester

  • 6 Hannah Parade, Stonehill Avenue, Birstall, Leicester LE4 4JE
  • Tel: 01162 677 890
  • Email: info@acornlettings.com