
Sam joined the SIPPs Team in August 2013 from a leading personal pensions firm where he spent just short of ten years gaining expertise in all aspects of commercial property, in particular in the niche area of property ownership within a SIPP/SSAS.
This experience helps in being able to advise pension provider clients, as Sam is acutely aware of the subtleties around holding a property within a pension fund, and the rules and regulations which must be adhered to.
Sam is a Partner in the highly successful SIPPs Team and acts for both pension firms and other individuals/companies on sales, purchases, leases, re-mortgages and all other commercial asset management work and property transactions, specialising in SIPP and SSAS investments.
Sam is a Fellow of the Institute of Chartered Legal Executives having qualified in 2018. Sam is based in our Ipswich office.
Recent work highlights
Acted for a borrower on a £4.8m re-mortgage of an industrial estate in London.
Acted for the purchaser on a £1.6m purchase of a mixed use building in W1, London.
Acted for the purchasers on a joint purchase for c. £1m in London where part of the property was acquired by the pension, and part by a company, with secured lending.
Experience & education
2023 awarded full practice rights as a “CILEX Lawyer” in conveyancing.
2018 qualified as Chartered Legal Executive.
2013 joined Birketts.