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Curtis Banks enhances online case studies

8 January 2018

Curtis Banks has added a new suite of case studies to its website, focusing on pensions and commercial property, following what it says is growing interest in commercial property investment and the intricacies involved.

The company says pensions account for less than 1% of commercial property market transactions, offering “enormous potential for the market to grow”.

Advisers who do not have experience of commercial property, or perhaps have only seen a handful of cases, often seek more information about the mechanics and possible benefits of such investments.

Alongside its existing Property Guide, on the various stages of purchasing and owning a property using a pension, the company says the new suite of case studies aims to show how particular rules or processes can work in practice.

The guides and case studies can be accessed at:  www.curtisbanks.co.uk/Literature.html and www.suffolklife.co.uk/factsheets.

Curtis Banks’ pension technical manager, Jessica List, says: “Previous case studies have proved very popular and we hope that these new examples will help advisers and their clients better understand commercial property and SIPPs.

List says the move is part of a range of options to expand the company’s services to help improve its commercial property offering. “One idea we are looking at is offering in-house legal services. In our experience, solicitors who are familiar with property transactions within pensions can significantly simplify the process, often making transactions easier and quicker for customers. Bringing legal services in-house could allow us to further streamline the process, which could be particularly useful for investors completing a time-sensitive transaction.”

The company is also looking at a range of other property-related services, such as ‘red book’ valuations and Energy Performance Certificate (EPC) surveys, which could be particularly useful in light of the new Minimum Energy Efficiency Standards (MEES) requirements which are due to take effect in April 2018.

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