Case studies

Commercial Property Purchase

Directors Stephen and Jo wanted to be mortgage-free. They were looking to use some of their company’s cash reserves in order to do so, but were worried about the tax implications.

Stephen and Jo are 42 and 39 respectively. They are the directors of their own limited company, married and have two children.

Stephen and Jo own their own main residence and the commercial property their company trades from, with a £100,000 mortgage on each. They have £25,000 of cash savings and £160,000 of personal pensions between them.

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