How to Use a SSAS to Buy Property: Real-Life Scenarios & Key Considerations

Investing in property through a Small Self-Administered Scheme (SSAS) is a smart way for business owners to grow their pensions tax-efficiently while gaining control over their commercial property needs. But how does it actually work in practice?

In this guide, we’ll break down key considerations when housing property in a SSAS and explore real-life scenarios where business owners use their pensions to invest in property.

Why Buy Property in a SSAS?

SSAS is a type of pension scheme that allows business owners to take charge of their retirement funds and invest in commercial property. Unlike traditional pensions, a SSAS can:

✔ Buy and own commercial property
✔ Receive rental income tax-free
✔ Avoid Capital Gains Tax (CGT) on property sales
✔ Loan money back to your business for property development

However, strict rules apply, so careful planning is essential.

Key Considerations Before Buying Property in a SSAS

  1. Property Type & Eligibility

✅ Allowed: A SSAS can invest in commercial properties, such as:

  • Offices
  • Warehouses
  • Industrial units
  • Retail spaces
  • Land for development

🚫 Not Allowed: A SSAS cannot directly own residential property unless it is part of a mixed-use development or qualifies as job-related accommodation.

  1. Funding the Property Purchase

💰 SSAS can fund the purchase through:

  • Existing pension funds
  • Pension contributions from the business
  • Borrowing (up to 50% of the SSAS’s net value)
  • Pooling funds with other SSAS members
  1. Tax Benefits

✔ No Corporation Tax – Rental income in the SSAS is tax-free
✔ No Capital Gains Tax (CGT) – No tax on future property appreciation
✔ VAT Considerations – If the property is VAT-registered, the SSAS may reclaim VAT

  1. Using the Property in Your Business

🏢 Your business can lease the property from the SSAS – This must be at market value, and rental payments are tax-deductible for the business.

📜 A formal lease agreement must be in place to comply with HMRC rules.

  1. Borrowing & Debt Considerations

🏦 The SSAS can borrow up to 50% of its net value to purchase property. Any loan must be on commercial terms and secured against the asset.

  1. Exit Strategy & Liquidity

🚀 If all SSAS funds are tied up in property, members may struggle to access cash for retirement. Future sale or refinancing options should be considered.

3 Real-Life Scenarios of Using a SSAS for Property

Scenario 1: Buying Your Own Commercial Premises via SSAS

🔹 The Situation:
James runs a successful construction business and currently rents a warehouse for £3,000 per month. He wants to stop paying rent to a landlord and own the property through his pension.

🔹 Solution:
✅ James’ SSAS buys the warehouse for £300,000
✅ The SSAS has £200,000 in cash, so it borrows £100,000
✅ His company rents the warehouse from the SSAS at market value (£3,000/month)

🔹 Benefits:
✔ The business gets tax-deductible rent expenses
✔ The SSAS grows tax-free through rental income
✔ No Capital Gains Tax when selling the property

🔹 Challenges:
⚠ Mortgage required (SSAS borrowing rules apply)
⚠ Rent must be at market value

Scenario 2: Using a SSAS for Property Development

🔹 The Situation:
Sarah and her two business partners have a SSAS pension worth £500,000. They want to buy land and develop commercial units.

🔹 Solution:
✅ SSAS buys the land for £250,000
✅ SSAS lends £200,000 to their company (via a SSAS Loanback)
✅ Their company develops three commercial units and leases them out

🔹 Benefits:
✔ SSAS funds are used to develop assets
✔ Loanback allows the business to grow while repaying the SSAS
✔ Rental income is tax-free in the SSAS

🔹 Challenges:
⚠ Loanback rules apply – must be secured & repaid on commercial terms
⚠ Liquidity concerns – funds are tied up in property

Scenario 3: Pooling SSAS Funds to Buy an Office

🔹 The Situation:
Mark, Tom, and Alex each have SSAS pensions worth £150,000. They want to combine their pensions to buy an office building for £400,000 to rent out.

🔹 Solution:
✅ Pooling SSAS funds creates a £450,000 investment pot
✅ The SSAS buys the office outright
✅ A third party rents the office, generating tax-free income

🔹 Benefits:
✔ Allows for larger property purchases
✔ Each SSAS member owns a share of the asset
✔ No CGT or corporation tax on rental profits

🔹 Challenges:
⚠ All members must agree on future decisions
⚠ Liquidity planning – one member retiring early may need an exit strategy

Is a SSAS Right for Your Property Investment?

SSAS pension can be a game-changer for business owners looking to invest in commercial property while enjoying significant tax advantages. However, it’s essential to:

✅ Ensure compliance with HMRC rules
✅ Consider funding & borrowing limits
✅ Plan for liquidity & retirement access
✅ Seek expert advice before proceeding

At SGL Accountancy, we can help structure your investments tax-efficiently while ensuring full compliance.

📩 Want to explore how a SSAS could work for your business? Contact us today!


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