Property Fund Structure

edited June 2016 in Technical stuff

Hello!  A client of mine just raised the following issue and I wondered if anyone had come across a decent solution to this?

One issue I think we need to be careful regarding is which structure we consider for investors in respect of property funds depending on the tax treatment of the wrapper.  Rental income shouldn’t be taxed in ISA’s and Pension funds but in the past has often been I believe, by default, because of the structure of the funds that have been used.  Ideally the income would be paid out gross but if it is not then it needs to be able to be reclaimed and the ISA / Pension administrator needs to be aware that they will need to make a reclaim.



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