Ring-fencing future property investments from Inheritance Tax

The client owns a public sector business that deals in Post Office products, services, and staff development. When he initially approached TLPI, the client was looking at long-term investment strategies and structures that would facilitate further investment opportunities in the most tax efficient way.

Whilst he already held a few properties, he was open to making further investments via a different set-up to improve his tax position. This would also ensure his future investments were ring-fenced and protected from excessive Inheritance Tax liabilities for his son, should the worst happen.

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5 stars

We get 5 stars from our Clients.

Business owners consistently rate us for our expertise, clarity, and genuinely supportive service.

Paul Reid

I am nearly through the setup process for my SSAS. HMRC have taken about 12 weeks to approve the scheme. TLPI have been quick in getting the SSAS setup process started and have monitored the HMRC approval, responding to questions HMRC asked. TLPI prepared the new bank account application and pension transfer request, ready to submit upon HMRC approval, of the SSAS. Time to complete the setup is as short as possible with TLPIs proactive setup process.

Colin Woodhouse

Excellent service, held my hand and guided me through the whole SSAS Process. Very pleased with TLPI and their staff who are all very helpful in all respects.

Tina Nguyen

I had the pleasure of working with Akash Bajij while setting up my Family Investment Company, and I couldn’t recommend him more highly. He’s not only extremely knowledgeable, but also genuinely takes the time to listen and provide thoughtful, tailored advice. Akash guided me through the entire process with clarity and professionalism, making what initially felt complex much more manageable. A truly good guy—honest, approachable, and always willing to help. I’m really grateful for his support and would happily recommend him to anyone looking for expert guidance in this area

Kenneth Irabor

I am incredibly pleased with the service provided by TLPI in setting up my SSAS pension. The team was professional, knowledgeable, and supportive throughout the entire process. They guided me every step of the way, ensuring that everything was handled smoothly and efficiently. Thanks to their expertise and commitment, I've already seen an initial successful investment, which has given me great confidence in their abilities. I highly recommend TLPI to anyone looking for top-notch support in managing their pension and investments.

Glenn White

TLPI has been fantastic from start to finish. From my first conversation with Gareth Robertson I had absolute confidence they were the right company for me and my pension assets. After enduring the long HMRC approval process, my SSAS is now fully established and funded, and we are already working on plans to invest and grow it. Gareth and the rest of the team dealt with the entire process extremely professionally, keeping me up to date throughout and responding to my many questions and queries quickly and effectively. I fully recommend TLPI and am looking forward to working with the team for many years to come to maximise my pension assets.

Tommy Meads

We used Jordan @ TLPI to set up a family trust for our company to purchase a commercial property. He was efficient, informative and professional every step of the way. If there were any queries during the whole process they were resolved promptly. This was our first dealings with family trusts and TLPI's guidance during this time was highly valued! I would highly recommend them!

Preet Singh

Awesome people, good service and trustable, specially Mr. Akash. Many Thanks

Chris Airey

It is great to be working with people who want you to win. My key contacts Spencer and Isi know their business - practical and expert.

Liam Thomas

Jordan looked after us incredibly well from start to finish. Dealing with tax can be a complicated process but Jordan simplfies everything and takes the time to answer all of your questions in detail. Would highley reccomend.

Richard Smith

TLPI provide a brilliant service full stop. From our initial conversations they have been extremely helpful, diligent and thorough. I can't thank them enough for their advice, pointers and guidance that they have provided so far. They have made something which to me is extremely complex and confusing feel very straight forward.

Cris Emson

I much appreciate the help and guidance TLPI have given me in setting up a Family Investment Company, and now we have reached the end of the first year we are now preparing the first set of annual accounts. Again TLPI are proving invaluable is giving help and advice, and I am sure none of this would be possible without their expert support.

Keith Jones

Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets, great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed, well done all, 👏 ✔️

Big thanks to sue for all your outstanding work, sue kept me updated with my pension transfer every step of the way, I would have no problem referring them on to anyone who needs sound advice and financial pension planning, thanks again for all your help,

Vipin Varsani

Very helpful through the whole process and after.