Unlocking Real Estate Investment: SSAS Pensions Explained with Brian Harvey

Join host Samuel Ajala in this episode of Finance Founders as he welcomes special guest Brian Harvey, a SSAS pension consultant. Brian delves into the benefits of using SASS pensions to embark on property journeys, shares his own experiences, and provides insights into different types of investments and tax advantages available through SSAS pensions. The conversation covers practical steps on setting up SSAS pensions, examples of successful investments, considerations for joint ventures, and the nuances of commercial versus residential property investments. This episode is packed with valuable information for anyone interested in leveraging their pensions for property investment.

00:00 Introduction and Guest Welcome
00:55 Brian Harvey's Background and SSAS Pension Introduction
02:15 First SSAS Pension Project: Commercial Property
05:24 SSAS Pension and Limited Company Interactions
08:17 Setting Up a SSAS Pension
10:40 Combining Pensions for Joint Ventures
13:24 Contribution Limits and Tax Advantages
14:59 Role and Responsibilities of SSAS Trustees
17:02 Pros and Cons of SSAS Pension Investments
20:31 Commercial vs. Residential Properties
22:03 Ideal Property Strategy for 2024
23:27 Commercial to Residential Conversions
24:38 Challenges with Retail Units
25:07 Industrial and Storage Units
27:09 Current Commercial Property Market Trends
27:44 Using SSAS for Business Investments
34:45 Third-Party Lending Risks
39:12 Setting Up and Managing a SSAS
40:20 Final Thoughts and Advice

Brian Harvey details:
Email: brian@retirement.capital
Mobile: 07584 521847

Brian Harvey Linkedin:
https://www.linkedin.com/in/brian-harvey-ssaspensions/

Discovery call meeting link:
https://calendly.com/brian-rc/45min?month=2024-05