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Full Private Banking Advice
Keith Edwards
James Johnsen
Amanda Loram

Investment Management
Graham Hughes

Pensions Advice
Stephanie Bebbington-Dyke
Peter Burton

Banking Deposits
Phillip Slade

Bank Lending
Sue Best

Tax Compliance
Karen Blake

Trust Administration
Ann Hallett

Lending to Pension Funds

Many of our clients have their own pension funds (SIPPs or SSASs). From time to time they may like to borrow in connection with property investments. Church House Trust is able to help in such transactions.

For example:

Sarah had a personal pension fund (a SIPP) and felt that she would like to widen the range of investments in her fund. She identified a promising commercial property in south London – the freehold of a shop, with a flat above on a 999-year lease.

Working with her solicitors, Church House Trust designed a loan facility that met the requirements of pensions legislation and with loan payments timed to coincide with rent receipts.